PIMCO ETF TR

Ticker: SMMU CUSIP: 72201R874 Class: SHTRM MUN BD ACT

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

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

Q3 2025
Shares 25,059 Value ($000) $1,267 Avg Close — Range —
Q2 2025
Shares 22,248 Value ($000) $1,116 Avg Close — Range —
Q1 2025
Shares 37,378 Value ($000) $1,870 Avg Close — Range —
Q4 2024
Shares 30,548 Value ($000) $1,522 Avg Close — Range —
Q3 2024
Shares 34,501 Value ($000) $1,742 Avg Close — Range —
Q2 2024
Shares 36,236 Value ($000) $1,807 Avg Close — Range —
Q1 2024
Shares 30,633 Value ($000) $1,529 Avg Close — Range —
Q4 2023
Shares 33,417 Value ($000) $1,672 Avg Close — Range —