ISHARES TR

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

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

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

Q4 2025
Shares 42,022 Value ($000) $889 Avg Close — Range —
Q3 2025
Shares 31,750 Value ($000) $674 Avg Close — Range —
Q2 2025
Shares 30,566 Value ($000) $643 Avg Close — Range —
Q1 2025
Shares 28,640 Value ($000) $594 Avg Close — Range —
Q4 2024
Shares 27,175 Value ($000) $553 Avg Close — Range —
Q3 2024
Shares 26,762 Value ($000) $568 Avg Close — Range —
Q2 2024
Shares 24,510 Value ($000) $497 Avg Close — Range —
Q1 2024
Shares 21,762 Value ($000) $446 Avg Close — Range —
Q4 2023
Shares 21,689 Value ($000) $450 Avg Close — Range —
Q3 2023
Shares 13,288 Value ($000) $258 Avg Close — Range —
Q2 2023
Shares 12,774 Value ($000) $259 Avg Close — Range —