ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 265,655 Value ($000) $21,563 Avg Close — Range —
Q3 2025
Shares 269,069 Value ($000) $19,580 Avg Close — Range —
Q2 2025
Shares 279,466 Value ($000) $17,428 Avg Close — Range —
Q1 2025
Shares 279,523 Value ($000) $16,481 Avg Close — Range —
Q4 2024
Shares 291,209 Value ($000) $14,418 Avg Close — Range —
Q3 2024
Shares 312,342 Value ($000) $15,523 Avg Close — Range —
Q2 2024
Shares 308,576 Value ($000) $13,556 Avg Close — Range —
Q1 2024
Shares 309,004 Value ($000) $12,981 Avg Close — Range —
Q4 2023
Shares 317,362 Value ($000) $12,387 Avg Close — Range —
Q3 2023
Shares 310,875 Value ($000) $10,878 Avg Close — Range —
Q2 2023
Shares 310,556 Value ($000) $11,301 Avg Close — Range —
Q1 2023
Shares 312,747 Value ($000) $11,687 Avg Close — Range —
Q4 2022
Shares 308,641 Value ($000) $10,676 Avg Close — Range —