ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 3,411 Value ($000) $313 Avg Close Range
Q3 2025
Shares 3,411 Value ($000) $300 Avg Close Range
Q2 2025
Shares 3,411 Value ($000) $287 Avg Close Range
Q1 2025
Shares 4,149 Value ($000) $341 Avg Close Range