CWP

Cyndeo Wealth Partners’s KLA KLAC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Buy	+1,900	New	+$1.7M	0.1%	176
2024 Q4	–	Sell	-678	Closed	-$525K	–	455
2024 Q3	$525K	Buy	678 +54	+9%	+$41.8K	0.04%	290
2024 Q2	$514K	Buy	+624	New	+$514K	0.04%	275