J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

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

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

Q4 2025
Shares 7,090 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 6,938 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 6,120 Value ($000) $333 Avg Close — Range —
Q1 2025
Shares 6,062 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 8,055 Value ($000) $454 Avg Close — Range —
Q3 2024
Shares 7,953 Value ($000) $437 Avg Close — Range —
Q2 2024
Shares 6,943 Value ($000) $385 Avg Close — Range —