NORTHERN LTS FD TR IV

Ticker: IBD CUSIP: 66538H633 Class: INSPIRE CORP BD

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

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

Q4 2025
Shares 197,998 Value ($000) $4,792 Avg Close — Range —
Q3 2025
Shares 147,391 Value ($000) $3,559 Avg Close — Range —
Q2 2025
Shares 121,541 Value ($000) $2,918 Avg Close — Range —
Q1 2025
Shares 76,783 Value ($000) $1,824 Avg Close — Range —
Q4 2024
Shares 37,709 Value ($000) $884 Avg Close — Range —