ISHARES TR

Ticker: IBDX CUSIP: 46436E312 Class: IBONDS DEC 2032

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

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

Q4 2025
Shares 21,619 Value ($000) $552 Avg Close — Range —
Q3 2025
Shares 22,113 Value ($000) $567 Avg Close — Range —
Q2 2025
Shares 20,903 Value ($000) $529 Avg Close — Range —
Q1 2025
Shares 16,732 Value ($000) $418 Avg Close — Range —
Q4 2024
Shares 15,518 Value ($000) $381 Avg Close — Range —
Q3 2024
Shares 15,518 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 14,586 Value ($000) $358 Avg Close — Range —
Q1 2024
Shares 13,615 Value ($000) $338 Avg Close — Range —
Q4 2023
Shares 13,554 Value ($000) $342 Avg Close — Range —