ISHARES TR

Ticker: IBTP CUSIP: 46438G646 Class: IBONDS DEC 2034

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

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

Q4 2025
Shares 76,340 Value ($000) $1,970 Avg Close — Range —
Q3 2025
Shares 60,275 Value ($000) $1,562 Avg Close — Range —
Q2 2025
Shares 41,975 Value ($000) $1,079 Avg Close — Range —
Q1 2025
Shares 16,633 Value ($000) $427 Avg Close — Range —