SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 16,273 Value ($000) $9,817 Avg Close — Range —
Q3 2025
Shares 16,773 Value ($000) $9,997 Avg Close — Range —
Q2 2025
Shares 16,774 Value ($000) $9,502 Avg Close — Range —
Q1 2025
Shares 11,702 Value ($000) $6,243 Avg Close — Range —
Q4 2024
Shares 4,827 Value ($000) $2,749 Avg Close — Range —
Q3 2024
Shares 3,222 Value ($000) $1,835 Avg Close — Range —
Q2 2024
Shares 3,147 Value ($000) $1,684 Avg Close — Range —
Q1 2024
Shares 3,162 Value ($000) $1,759 Avg Close — Range —
Q4 2023
Shares 3,187 Value ($000) $1,617 Avg Close — Range —
Q3 2023
Shares 3,187 Value ($000) $1,455 Avg Close — Range —
Q2 2023
Shares 3,633 Value ($000) $1,740 Avg Close — Range —
Q1 2023
Shares 3,708 Value ($000) $1,700 Avg Close — Range —
Q4 2022
Shares 3,071 Value ($000) $1,360 Avg Close — Range —