ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 8,559 Value ($000) $941 Avg Close — Range —
Q3 2025
Shares 9,241 Value ($000) $1,028 Avg Close — Range —
Q2 2025
Shares 9,740 Value ($000) $1,072 Avg Close — Range —
Q1 2025
Shares 9,850 Value ($000) $1,094 Avg Close — Range —
Q4 2024
Shares 10,037 Value ($000) $1,069 Avg Close — Range —
Q3 2024
Shares 10,739 Value ($000) $1,186 Avg Close — Range —
Q2 2024
Shares 10,848 Value ($000) $1,158 Avg Close — Range —
Q1 2024
Shares 24,716 Value ($000) $2,655 Avg Close — Range —
Q4 2023
Shares 26,480 Value ($000) $2,846 Avg Close — Range —
Q3 2023
Shares 28,174 Value ($000) $2,922 Avg Close — Range —
Q2 2023
Shares 29,104 Value ($000) $3,099 Avg Close — Range —
Q1 2023
Shares 29,171 Value ($000) $3,216 Avg Close — Range —
Q4 2022
Shares 32,077 Value ($000) $3,414 Avg Close — Range —
Q3 2022
Shares 34,076 Value ($000) $3,575 Avg Close — Range —
Q2 2022
Shares 34,014 Value ($000) $3,875 Avg Close — Range —
Q1 2022
Shares 34,487 Value ($000) $4,296 Avg Close — Range —
Q4 2021
Shares 34,304 Value ($000) $4,432 Avg Close — Range —