ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

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

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

Q4 2025
Shares 25,322 Value ($000) $1,808 Avg Close Range
Q3 2025
Shares 41,979 Value ($000) $2,847 Avg Close Range
Q2 2025
Shares 40,501 Value ($000) $2,571 Avg Close Range
Q1 2025
Shares 37,812 Value ($000) $2,229 Avg Close Range
Q4 2024
Shares 41,899 Value ($000) $2,198 Avg Close Range
Q3 2024
Shares 44,206 Value ($000) $2,543 Avg Close Range
Q2 2024
Shares 26,753 Value ($000) $1,419 Avg Close Range
Q1 2024
Shares 36,059 Value ($000) $1,962 Avg Close Range
Q4 2023
Shares 26,138 Value ($000) $1,362 Avg Close Range