ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 5,210 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 5,202 Value ($000) $520 Avg Close — Range —
Q2 2025
Shares 5,196 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 5,189 Value ($000) $479 Avg Close — Range —
Q4 2024
Shares 5,184 Value ($000) $480 Avg Close — Range —
Q3 2024
Shares 5,176 Value ($000) $494 Avg Close — Range —
Q2 2024
Shares 5,168 Value ($000) $455 Avg Close — Range —
Q1 2024
Shares 5,161 Value ($000) $467 Avg Close — Range —
Q4 2023
Shares 5,154 Value ($000) $435 Avg Close — Range —
Q3 2023
Shares 5,585 Value ($000) $417 Avg Close — Range —
Q2 2023
Shares 7,084 Value ($000) $554 Avg Close — Range —
Q1 2023
Shares 7,084 Value ($000) $523 Avg Close — Range —
Q4 2022
Shares 8,451 Value ($000) $597 Avg Close — Range —