ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 2,556 Value ($000) $640 Avg Close — Range —
Q3 2025
Shares 2,566 Value ($000) $658 Avg Close — Range —
Q2 2025
Shares 2,588 Value ($000) $622 Avg Close — Range —
Q1 2025
Shares 2,676 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 7,472 Value ($000) $1,546 Avg Close — Range —
Q3 2024
Shares 2,987 Value ($000) $606 Avg Close — Range —
Q2 2024
Shares 7,400 Value ($000) $1,442 Avg Close — Range —
Q1 2024
Shares 6,622 Value ($000) $1,241 Avg Close — Range —
Q4 2023
Shares 4,948 Value ($000) $776 Avg Close — Range —
Q3 2023
Shares 1,784 Value ($000) $249 Avg Close — Range —