ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q3 2025
Shares 1,675 Value ($000) $202 Avg Close — Range —
Q2 2025
Shares 2,034 Value ($000) $224 Avg Close — Range —