ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 17,399 Value ($000) $4,818 Avg Close — Range —
Q3 2025
Shares 20,507 Value ($000) $5,612 Avg Close — Range —
Q2 2025
Shares 20,507 Value ($000) $5,055 Avg Close — Range —
Q1 2025
Shares 18,540 Value ($000) $3,911 Avg Close — Range —
Q4 2024
Shares 1,875 Value ($000) $441 Avg Close — Range —
Q3 2024
Shares 1,875 Value ($000) $413 Avg Close — Range —
Q2 2024
Shares 1,875 Value ($000) $402 Avg Close — Range —
Q1 2024
Shares 1,875 Value ($000) $366 Avg Close — Range —
Q4 2023
Shares 1,875 Value ($000) $329 Avg Close — Range —
Q3 2023
Shares 1,875 Value ($000) $288 Avg Close — Range —
Q2 2023
Shares 1,875 Value ($000) $297 Avg Close — Range —
Q1 2023
Shares 1,875 Value ($000) $260 Avg Close — Range —
Q4 2022
Shares 1,875 Value ($000) $226 Avg Close — Range —