ISHARES TR

Ticker: IBHK CUSIP: 46438G661 Class: IBONDS 2031 TERM

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

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

Q4 2025
Shares 46,242 Value ($000) $1,195 Avg Close — Range —
Q3 2025
Shares 32,796 Value ($000) $856 Avg Close — Range —
Q2 2025
Shares 31,762 Value ($000) $824 Avg Close — Range —
Q1 2025
Shares 18,126 Value ($000) $461 Avg Close — Range —
Q4 2024
Shares 14,605 Value ($000) $370 Avg Close — Range —