ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 5,171 Value ($000) $516 Avg Close — Range —
Q3 2025
Shares 3,014 Value ($000) $302 Avg Close — Range —
Q2 2025
Shares 3,132 Value ($000) $311 Avg Close — Range —
Q1 2025
Shares 3,049 Value ($000) $302 Avg Close — Range —
Q4 2024
Shares 3,286 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 3,536 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 4,039 Value ($000) $392 Avg Close — Range —
Q1 2024
Shares 24,326 Value ($000) $2,383 Avg Close — Range —
Q4 2023
Shares 32,888 Value ($000) $3,264 Avg Close — Range —
Q3 2023
Shares 43,102 Value ($000) $4,053 Avg Close — Range —
Q2 2023
Shares 44,631 Value ($000) $4,335 Avg Close — Range —
Q1 2023
Shares 48,054 Value ($000) $4,788 Avg Close — Range —
Q4 2022
Shares 55,093 Value ($000) $5,344 Avg Close — Range —
Q3 2022
Shares 55,082 Value ($000) $5,307 Avg Close — Range —
Q2 2022
Shares 55,108 Value ($000) $5,603 Avg Close — Range —
Q1 2022
Shares 56,269 Value ($000) $6,026 Avg Close — Range —
Q4 2021
Shares 57,049 Value ($000) $6,508 Avg Close — Range —