ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 5,427 Value ($000) $1,165 Avg Close — Range —
Q3 2025
Shares 1,954 Value ($000) $409 Avg Close — Range —