ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

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

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

Q3 2025
Shares 2,166 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 2,416 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 2,415 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 2,415 Value ($000) $258 Avg Close — Range —
Q3 2024
Shares 2,414 Value ($000) $273 Avg Close — Range —
Q2 2024
Shares 2,513 Value ($000) $269 Avg Close — Range —
Q1 2024
Shares 3,245 Value ($000) $353 Avg Close — Range —
Q4 2023
Shares 5,491 Value ($000) $608 Avg Close — Range —
Q3 2023
Shares 3,387 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 3,031 Value ($000) $328 Avg Close — Range —
Q1 2023
Shares 3,192 Value ($000) $350 Avg Close — Range —
Q4 2022
Shares 3,231 Value ($000) $341 Avg Close — Range —