ISHARES TR

Ticker: IBMQ CUSIP: 46435U325 Class: IBONDS DEC 28

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

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

Q4 2025
Shares 121,517 Value ($000) $3,108 Avg Close — Range —
Q3 2025
Shares 96,764 Value ($000) $2,481 Avg Close — Range —
Q2 2025
Shares 97,284 Value ($000) $2,472 Avg Close — Range —
Q1 2025
Shares 107,767 Value ($000) $2,725 Avg Close — Range —
Q4 2024
Shares 88,370 Value ($000) $2,225 Avg Close — Range —