ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 37,107 Value ($000) $3,141 Avg Close — Range —
Q3 2025
Shares 35,152 Value ($000) $2,903 Avg Close — Range —
Q2 2025
Shares 35,090 Value ($000) $2,713 Avg Close — Range —
Q1 2025
Shares 35,245 Value ($000) $2,460 Avg Close — Range —
Q4 2024
Shares 42,085 Value ($000) $2,783 Avg Close — Range —
Q3 2024
Shares 37,959 Value ($000) $2,757 Avg Close — Range —
Q2 2024
Shares 31,660 Value ($000) $2,139 Avg Close — Range —
Q1 2024
Shares 24,065 Value ($000) $1,633 Avg Close — Range —
Q4 2023
Shares 11,008 Value ($000) $715 Avg Close — Range —