ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 32,791 Value ($000) $3,088 Avg Close — Range —
Q3 2025
Shares 33,856 Value ($000) $3,221 Avg Close — Range —
Q2 2025
Shares 35,111 Value ($000) $3,296 Avg Close — Range —
Q1 2025
Shares 37,338 Value ($000) $3,497 Avg Close — Range —
Q4 2024
Shares 35,535 Value ($000) $3,155 Avg Close — Range —
Q3 2024
Shares 41,017 Value ($000) $3,745 Avg Close — Range —
Q2 2024
Shares 51,603 Value ($000) $4,333 Avg Close — Range —
Q1 2024
Shares 67,766 Value ($000) $5,664 Avg Close — Range —
Q4 2023
Shares 71,478 Value ($000) $5,577 Avg Close — Range —