ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

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

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

Q4 2025
Shares 22,809 Value ($000) $1,708 Avg Close — Range —
Q3 2025
Shares 21,921 Value ($000) $1,630 Avg Close — Range —
Q2 2025
Shares 21,438 Value ($000) $1,457 Avg Close — Range —
Q1 2025
Shares 20,537 Value ($000) $1,277 Avg Close — Range —
Q4 2024
Shares 17,041 Value ($000) $1,150 Avg Close — Range —
Q3 2024
Shares 16,854 Value ($000) $1,118 Avg Close — Range —
Q2 2024
Shares 15,906 Value ($000) $974 Avg Close — Range —
Q1 2024
Shares 6,764 Value ($000) $430 Avg Close — Range —