Cyndeo Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.95M	Buy	14,477 +1,778	+14%	+$240K	0.12%	162
2025 Q1	$1.55M	Buy	12,699 +1,459	+13%	+$178K	0.1%	182
2024 Q4	$1.45M	Buy	11,240 +26	+0.2%	+$3.34K	0.1%	186
2024 Q3	$1.41M	Buy	+11,214	New	+$1.41M	0.1%	183