ISHARES TR

Ticker: IBDW CUSIP: 46436E486 Class: IBONDS DEC 2031

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

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

Q4 2025
Shares 83,979 Value ($000) $1,776 Avg Close — Range —
Q3 2025
Shares 78,277 Value ($000) $1,661 Avg Close — Range —
Q2 2025
Shares 78,432 Value ($000) $1,650 Avg Close — Range —
Q1 2025
Shares 72,994 Value ($000) $1,515 Avg Close — Range —
Q4 2024
Shares 70,431 Value ($000) $1,433 Avg Close — Range —
Q3 2024
Shares 64,516 Value ($000) $1,369 Avg Close — Range —
Q2 2024
Shares 63,435 Value ($000) $1,287 Avg Close — Range —
Q1 2024
Shares 76,705 Value ($000) $1,572 Avg Close — Range —
Q4 2023
Shares 77,250 Value ($000) $1,604 Avg Close — Range —