ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 20,431 Value ($000) $9,670 Avg Close — Range —
Q3 2025
Shares 18,331 Value ($000) $8,586 Avg Close — Range —
Q2 2025
Shares 18,871 Value ($000) $8,012 Avg Close — Range —
Q1 2025
Shares 17,421 Value ($000) $6,290 Avg Close — Range —
Q4 2024
Shares 5,288 Value ($000) $2,124 Avg Close — Range —
Q3 2024
Shares 5,371 Value ($000) $2,016 Avg Close — Range —
Q2 2024
Shares 5,384 Value ($000) $1,963 Avg Close — Range —
Q1 2024
Shares 5,426 Value ($000) $1,829 Avg Close — Range —
Q4 2023
Shares 9,143 Value ($000) $2,772 Avg Close — Range —
Q3 2023
Shares 5,586 Value ($000) $1,486 Avg Close — Range —
Q2 2023
Shares 5,827 Value ($000) $1,603 Avg Close — Range —
Q1 2023
Shares 8,047 Value ($000) $1,966 Avg Close — Range —
Q4 2022
Shares 7,601 Value ($000) $1,628 Avg Close — Range —