ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 8,167 Value ($000) $1,153 Avg Close — Range —
Q3 2025
Shares 8,465 Value ($000) $1,203 Avg Close — Range —
Q2 2025
Shares 8,551 Value ($000) $1,136 Avg Close — Range —
Q1 2025
Shares 9,282 Value ($000) $1,246 Avg Close — Range —
Q4 2024
Shares 9,870 Value ($000) $1,296 Avg Close — Range —
Q3 2024
Shares 10,450 Value ($000) $1,411 Avg Close — Range —
Q2 2024
Shares 10,034 Value ($000) $1,214 Avg Close — Range —
Q1 2024
Shares 9,942 Value ($000) $1,225 Avg Close — Range —
Q4 2023
Shares 10,332 Value ($000) $1,211 Avg Close — Range —
Q3 2023
Shares 10,540 Value ($000) $1,135 Avg Close — Range —
Q2 2023
Shares 11,542 Value ($000) $1,314 Avg Close — Range —
Q1 2023
Shares 12,017 Value ($000) $1,408 Avg Close — Range —
Q4 2022
Shares 12,263 Value ($000) $1,479 Avg Close — Range —
Q3 2022
Shares 12,259 Value ($000) $1,314 Avg Close — Range —
Q2 2022
Shares 12,259 Value ($000) $1,443 Avg Close — Range —
Q1 2022
Shares 12,659 Value ($000) $1,622 Avg Close — Range —
Q4 2021
Shares 12,684 Value ($000) $1,555 Avg Close — Range —