ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 2,725 Value ($000) $310 Avg Close — Range —
Q3 2025
Shares 15,634 Value ($000) $1,780 Avg Close — Range —
Q2 2025
Shares 15,148 Value ($000) $1,697 Avg Close — Range —
Q1 2025
Shares 14,874 Value ($000) $1,487 Avg Close — Range —
Q4 2024
Shares 26,093 Value ($000) $2,527 Avg Close — Range —
Q3 2024
Shares 19,949 Value ($000) $2,148 Avg Close — Range —
Q2 2024
Shares 23,500 Value ($000) $2,404 Avg Close — Range —
Q1 2024
Shares 11,459 Value ($000) $1,189 Avg Close — Range —
Q4 2023
Shares 7,177 Value ($000) $695 Avg Close — Range —