ISHARES TR

Ticker: IBMS CUSIP: 46438G687 Class: IBONDS DEC 2030

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

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

Q4 2025
Shares 116,641 Value ($000) $3,040 Avg Close — Range —
Q3 2025
Shares 25,819 Value ($000) $673 Avg Close — Range —
Q2 2025
Shares 14,281 Value ($000) $366 Avg Close — Range —
Q1 2025
Shares 7,961 Value ($000) $202 Avg Close — Range —