ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q2 2025
Shares 2,305 Value ($000) $809 Avg Close — Range —
Q1 2025
Shares 2,305 Value ($000) $732 Avg Close — Range —
Q4 2024
Shares 2,305 Value ($000) $770 Avg Close — Range —
Q3 2024
Shares 2,305 Value ($000) $753 Avg Close — Range —
Q2 2024
Shares 2,305 Value ($000) $711 Avg Close — Range —