ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025
Shares 146,311 Value ($000) $3,751 Avg Close — Range —
Q3 2025
Shares 133,752 Value ($000) $3,432 Avg Close — Range —
Q2 2025
Shares 133,532 Value ($000) $3,421 Avg Close — Range —
Q1 2025
Shares 161,854 Value ($000) $4,137 Avg Close — Range —
Q4 2024
Shares 172,982 Value ($000) $4,404 Avg Close — Range —
Q3 2024
Shares 165,464 Value ($000) $4,245 Avg Close — Range —
Q2 2024
Shares 147,923 Value ($000) $3,745 Avg Close — Range —
Q1 2024
Shares 150,993 Value ($000) $3,828 Avg Close — Range —
Q4 2023
Shares 150,943 Value ($000) $3,851 Avg Close — Range —
Q3 2023
Shares 168,350 Value ($000) $4,177 Avg Close — Range —
Q2 2023
Shares 169,850 Value ($000) $4,277 Avg Close — Range —
Q1 2023
Shares 185,397 Value ($000) $4,733 Avg Close — Range —
Q4 2022
Shares 155,155 Value ($000) $3,911 Avg Close — Range —