ISHARES TR

Ticker: IXC CUSIP: 464287341 Class: GLOBAL ENERG ETF

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

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

Q4 2024

Shares 18,742 Value ($000) $716 Avg Close — Range —

Q2 2024

Shares 8,798 Value ($000) $365 Avg Close — Range —

Q1 2024

Shares 13,036 Value ($000) $560 Avg Close — Range —

Q4 2023

Shares 10,474 Value ($000) $410 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2024	18,742	$716	—	—
Q2 2024	8,798	$365	—	—
Q1 2024	13,036	$560	—	—
Q4 2023	10,474	$410	—	—