ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 24,615 Value ($000) $2,459 Avg Close — Range —
Q3 2025
Shares 25,160 Value ($000) $2,522 Avg Close — Range —
Q2 2025
Shares 23,449 Value ($000) $2,326 Avg Close — Range —
Q1 2025
Shares 24,236 Value ($000) $2,397 Avg Close — Range —
Q4 2024
Shares 21,256 Value ($000) $2,060 Avg Close — Range —
Q3 2024
Shares 23,088 Value ($000) $2,338 Avg Close — Range —
Q2 2024
Shares 333,576 Value ($000) $32,380 Avg Close — Range —
Q1 2024
Shares 327,774 Value ($000) $32,102 Avg Close — Range —
Q4 2023
Shares 326,155 Value ($000) $32,371 Avg Close — Range —
Q3 2023
Shares 338,995 Value ($000) $31,879 Avg Close — Range —
Q2 2023
Shares 340,290 Value ($000) $33,331 Avg Close — Range —
Q1 2023
Shares 475,930 Value ($000) $47,422 Avg Close — Range —
Q4 2022
Shares 173,034 Value ($000) $16,783 Avg Close — Range —