ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q1 2024
Shares 79,125 Value ($000) $3,607 Avg Close — Range —
Q4 2023
Shares 6,698 Value ($000) $309 Avg Close — Range —
Q3 2023
Shares 39,190 Value ($000) $1,713 Avg Close — Range —
Q2 2023
Shares 35,106 Value ($000) $1,596 Avg Close — Range —
Q1 2023
Shares 33,030 Value ($000) $1,524 Avg Close — Range —
Q4 2022
Shares 33,014 Value ($000) $1,483 Avg Close — Range —