ISHARES TR

Ticker: IBDZ CUSIP: 46438G653 Class: COM

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

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

Q4 2025
Shares 9,246 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 8,139 Value ($000) $215 Avg Close — Range —
Q2 2025
Shares 7,819 Value ($000) $204 Avg Close — Range —