ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 3,795 Value ($000) $754 Avg Close — Range —
Q3 2025
Shares 15,796 Value ($000) $3,072 Avg Close — Range —
Q2 2025
Shares 15,596 Value ($000) $2,851 Avg Close — Range —
Q1 2025
Shares 15,182 Value ($000) $2,594 Avg Close — Range —
Q4 2024
Shares 14,828 Value ($000) $2,641 Avg Close — Range —
Q3 2024
Shares 19,120 Value ($000) $3,428 Avg Close — Range —
Q2 2024
Shares 22,257 Value ($000) $3,801 Avg Close — Range —
Q1 2024
Shares 13,151 Value ($000) $2,161 Avg Close — Range —
Q4 2023
Shares 12,186 Value ($000) $1,793 Avg Close — Range —