ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 9,855 Value ($000) $949 Avg Close — Range —
Q3 2025
Shares 9,542 Value ($000) $921 Avg Close — Range —
Q2 2025
Shares 9,471 Value ($000) $871 Avg Close — Range —
Q1 2025
Shares 9,239 Value ($000) $786 Avg Close — Range —
Q4 2024
Shares 5,843 Value ($000) $517 Avg Close — Range —
Q3 2024
Shares 5,843 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 5,843 Value ($000) $474 Avg Close — Range —
Q1 2024
Shares 5,896 Value ($000) $496 Avg Close — Range —
Q4 2023
Shares 5,935 Value ($000) $461 Avg Close — Range —
Q3 2023
Shares 4,072 Value ($000) $282 Avg Close — Range —
Q2 2023
Shares 4,124 Value ($000) $301 Avg Close — Range —
Q1 2023
Shares 4,445 Value ($000) $311 Avg Close — Range —
Q4 2022
Shares 3,938 Value ($000) $266 Avg Close — Range —