ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,484 Value ($000) $611 Avg Close — Range —
Q3 2025
Shares 2,484 Value ($000) $601 Avg Close — Range —
Q2 2025
Shares 2,459 Value ($000) $531 Avg Close — Range —
Q1 2025
Shares 2,566 Value ($000) $512 Avg Close — Range —
Q4 2024
Shares 2,472 Value ($000) $546 Avg Close — Range —
Q3 2024
Shares 2,666 Value ($000) $589 Avg Close — Range —
Q2 2024
Shares 2,666 Value ($000) $541 Avg Close — Range —
Q1 2024
Shares 2,671 Value ($000) $562 Avg Close — Range —
Q4 2023
Shares 2,659 Value ($000) $534 Avg Close — Range —
Q3 2023
Shares 2,704 Value ($000) $478 Avg Close — Range —
Q2 2023
Shares 2,917 Value ($000) $546 Avg Close — Range —
Q1 2023
Shares 3,194 Value ($000) $570 Avg Close — Range —
Q4 2022
Shares 2,805 Value ($000) $489 Avg Close — Range —