ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 28,718 Value ($000) $2,569 Avg Close Range
Q3 2025
Shares 27,924 Value ($000) $2,438 Avg Close Range
Q2 2025
Shares 28,350 Value ($000) $2,367 Avg Close Range
Q1 2025
Shares 27,275 Value ($000) $2,063 Avg Close Range
Q4 2024
Shares 24,602 Value ($000) $1,729 Avg Close Range
Q3 2024
Shares 22,752 Value ($000) $1,776 Avg Close Range
Q2 2024
Shares 21,182 Value ($000) $1,539 Avg Close Range
Q1 2024
Shares 18,122 Value ($000) $1,345 Avg Close Range
Q4 2023
Shares 14,969 Value ($000) $1,053 Avg Close Range
Q3 2023
Shares 12,400 Value ($000) $798 Avg Close Range
Q2 2023
Shares 12,135 Value ($000) $819 Avg Close Range
Q1 2023
Shares 12,362 Value ($000) $826 Avg Close Range
Q4 2022
Shares 11,505 Value ($000) $709 Avg Close Range