ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 5,226 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 4,152 Value ($000) $493 Avg Close — Range —
Q2 2025
Shares 4,034 Value ($000) $441 Avg Close — Range —
Q1 2025
Shares 4,449 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 11,084 Value ($000) $1,277 Avg Close — Range —
Q3 2024
Shares 10,891 Value ($000) $1,274 Avg Close — Range —
Q2 2024
Shares 8,770 Value ($000) $935 Avg Close — Range —
Q1 2024
Shares 7,812 Value ($000) $863 Avg Close — Range —
Q4 2023
Shares 3,948 Value ($000) $427 Avg Close — Range —
Q3 2023
Shares 3,856 Value ($000) $364 Avg Close — Range —
Q2 2023
Shares 3,033 Value ($000) $302 Avg Close — Range —
Q1 2023
Shares 2,968 Value ($000) $287 Avg Close — Range —
Q4 2022
Shares 3,258 Value ($000) $308 Avg Close — Range —