ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 5,246 Value ($000) $1,959 Avg Close — Range —
Q3 2025
Shares 938 Value ($000) $343 Avg Close — Range —
Q2 2025
Shares 939 Value ($000) $319 Avg Close — Range —
Q1 2025
Shares 882 Value ($000) $271 Avg Close — Range —
Q4 2024
Shares 2,271 Value ($000) $732 Avg Close — Range —
Q3 2024
Shares 2,661 Value ($000) $837 Avg Close — Range —
Q2 2024
Shares 3,034 Value ($000) $903 Avg Close — Range —
Q1 2024
Shares 2,653 Value ($000) $764 Avg Close — Range —
Q4 2023
Shares 23,307 Value ($000) $6,112 Avg Close — Range —