ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 4,517 Value ($000) $394 Avg Close Range
Q3 2025
Shares 3,490 Value ($000) $312 Avg Close Range
Q2 2025
Shares 3,810 Value ($000) $336 Avg Close Range
Q1 2025
Shares 15,142 Value ($000) $1,378 Avg Close Range
Q4 2024
Shares 13,701 Value ($000) $1,197 Avg Close Range
Q3 2024
Shares 14,567 Value ($000) $1,429 Avg Close Range
Q2 2024
Shares 16,210 Value ($000) $1,488 Avg Close Range
Q1 2024
Shares 14,870 Value ($000) $1,407 Avg Close Range
Q4 2023
Shares 10,334 Value ($000) $1,022 Avg Close Range
Q3 2023
Shares 2,579 Value ($000) $229 Avg Close Range