ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 89,684 Value ($000) $4,453 Avg Close — Range —
Q3 2025
Shares 28,579 Value ($000) $1,858 Avg Close — Range —
Q2 2025
Shares 15,300 Value ($000) $937 Avg Close — Range —
Q1 2025
Shares 14,543 Value ($000) $681 Avg Close — Range —
Q4 2024
Shares 7,639 Value ($000) $405 Avg Close — Range —