ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 14,306 Value ($000) $443 Avg Close — Range —
Q3 2025
Shares 14,333 Value ($000) $453 Avg Close — Range —
Q2 2025
Shares 14,333 Value ($000) $440 Avg Close — Range —
Q1 2025
Shares 17,538 Value ($000) $539 Avg Close — Range —
Q4 2024
Shares 16,765 Value ($000) $527 Avg Close — Range —
Q3 2024
Shares 16,890 Value ($000) $561 Avg Close — Range —
Q2 2024
Shares 17,746 Value ($000) $560 Avg Close — Range —
Q1 2024
Shares 17,830 Value ($000) $575 Avg Close — Range —
Q4 2023
Shares 14,486 Value ($000) $452 Avg Close — Range —
Q3 2023
Shares 15,198 Value ($000) $458 Avg Close — Range —
Q2 2023
Shares 15,198 Value ($000) $470 Avg Close — Range —
Q1 2023
Shares 18,520 Value ($000) $578 Avg Close — Range —
Q4 2022
Shares 14,125 Value ($000) $431 Avg Close — Range —