VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 33,301 Value ($000) $11,165 Avg Close Range
Q3 2025
Shares 33,706 Value ($000) $11,061 Avg Close Range
Q2 2025
Shares 33,689 Value ($000) $10,239 Avg Close Range
Q1 2025
Shares 30,487 Value ($000) $8,379 Avg Close Range
Q4 2024
Shares 34,970 Value ($000) $10,135 Avg Close Range
Q3 2024
Shares 31,755 Value ($000) $8,992 Avg Close Range
Q2 2024
Shares 25,231 Value ($000) $6,750 Avg Close Range
Q1 2024
Shares 24,847 Value ($000) $6,458 Avg Close Range
Q4 2023
Shares 25,484 Value ($000) $6,045 Avg Close Range
Q3 2023
Shares 29,906 Value ($000) $6,352 Avg Close Range
Q2 2023
Shares 29,946 Value ($000) $6,597 Avg Close Range
Q1 2023
Shares 24,629 Value ($000) $5,027 Avg Close Range
Q4 2022
Shares 28,718 Value ($000) $5,491 Avg Close Range