ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 14,598 Value ($000) $1,013 Avg Close — Range —
Q3 2025
Shares 14,598 Value ($000) $994 Avg Close — Range —
Q2 2025
Shares 14,671 Value ($000) $938 Avg Close — Range —
Q1 2025
Shares 15,594 Value ($000) $963 Avg Close — Range —
Q4 2024
Shares 14,671 Value ($000) $900 Avg Close — Range —
Q3 2024
Shares 14,671 Value ($000) $920 Avg Close — Range —
Q2 2024
Shares 15,686 Value ($000) $904 Avg Close — Range —
Q1 2024
Shares 14,618 Value ($000) $849 Avg Close — Range —
Q4 2023
Shares 14,598 Value ($000) $786 Avg Close — Range —
Q3 2023
Shares 7,799 Value ($000) $386 Avg Close — Range —