ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 14,192 Value ($000) $2,110 Avg Close — Range —
Q3 2025
Shares 14,463 Value ($000) $2,107 Avg Close — Range —
Q2 2025
Shares 14,477 Value ($000) $1,955 Avg Close — Range —
Q1 2025
Shares 12,699 Value ($000) $1,549 Avg Close — Range —
Q4 2024
Shares 11,240 Value ($000) $1,446 Avg Close — Range —
Q3 2024
Shares 11,214 Value ($000) $1,409 Avg Close — Range —