ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 12,073 Value ($000) $2,411 Avg Close — Range —
Q3 2025
Shares 10,498 Value ($000) $2,056 Avg Close — Range —
Q2 2025
Shares 10,540 Value ($000) $1,826 Avg Close — Range —
Q1 2025
Shares 12,419 Value ($000) $1,744 Avg Close — Range —
Q4 2024
Shares 12,511 Value ($000) $1,996 Avg Close — Range —
Q3 2024
Shares 12,720 Value ($000) $1,929 Avg Close — Range —
Q2 2024
Shares 12,879 Value ($000) $1,938 Avg Close — Range —
Q1 2024
Shares 9,760 Value ($000) $1,318 Avg Close — Range —
Q4 2023
Shares 6,616 Value ($000) $812 Avg Close — Range —