ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

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

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

Q4 2025
Shares 137,330 Value ($000) $3,487 Avg Close — Range —
Q3 2025
Shares 116,695 Value ($000) $2,973 Avg Close — Range —
Q2 2025
Shares 117,402 Value ($000) $2,976 Avg Close — Range —
Q1 2025
Shares 128,097 Value ($000) $3,238 Avg Close — Range —
Q4 2024
Shares 140,083 Value ($000) $3,522 Avg Close — Range —
Q3 2024
Shares 129,853 Value ($000) $3,305 Avg Close — Range —
Q2 2024
Shares 108,939 Value ($000) $2,725 Avg Close — Range —
Q1 2024
Shares 110,952 Value ($000) $2,793 Avg Close — Range —
Q4 2023
Shares 75,550 Value ($000) $1,920 Avg Close — Range —