ISHARES TR

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

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 20,519 Value ($000) $473 Avg Close — Range —
Q3 2025
Shares 22,407 Value ($000) $518 Avg Close — Range —
Q2 2025
Shares 21,627 Value ($000) $498 Avg Close — Range —
Q1 2025
Shares 21,561 Value ($000) $494 Avg Close — Range —
Q4 2024
Shares 21,516 Value ($000) $478 Avg Close — Range —
Q3 2024
Shares 17,199 Value ($000) $404 Avg Close — Range —
Q2 2024
Shares 17,172 Value ($000) $385 Avg Close — Range —
Q1 2024
Shares 18,643 Value ($000) $423 Avg Close — Range —
Q4 2023
Shares 18,515 Value ($000) $428 Avg Close — Range —