ISHARES TR

Ticker: IBTM CUSIP: 46436E296 Class: IBONDS DEC 2032

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 249,173 Value ($000) $5,750 Avg Close — Range —
Q3 2025
Shares 67,319 Value ($000) $1,557 Avg Close — Range —
Q2 2025
Shares 46,334 Value ($000) $1,067 Avg Close — Range —
Q1 2025
Shares 18,609 Value ($000) $426 Avg Close — Range —