ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

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

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

Q4 2025
Shares 3,834 Value ($000) $422 Avg Close — Range —
Q3 2025
Shares 3,924 Value ($000) $437 Avg Close — Range —
Q2 2025
Shares 3,928 Value ($000) $431 Avg Close — Range —
Q1 2025
Shares 3,951 Value ($000) $429 Avg Close — Range —
Q4 2024
Shares 4,149 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 4,567 Value ($000) $516 Avg Close — Range —
Q2 2024
Shares 4,503 Value ($000) $482 Avg Close — Range —
Q1 2024
Shares 11,717 Value ($000) $1,075 Avg Close — Range —
Q4 2023
Shares 5,696 Value ($000) $630 Avg Close — Range —
Q3 2023
Shares 6,379 Value ($000) $651 Avg Close — Range —
Q2 2023
Shares 7,718 Value ($000) $824 Avg Close — Range —
Q1 2023
Shares 8,329 Value ($000) $913 Avg Close — Range —
Q4 2022
Shares 8,869 Value ($000) $935 Avg Close — Range —
Q3 2022
Shares 9,462 Value ($000) $969 Avg Close — Range —
Q2 2022
Shares 9,495 Value ($000) $1,045 Avg Close — Range —
Q1 2022
Shares 9,565 Value ($000) $1,157 Avg Close — Range —
Q4 2021
Shares 9,444 Value ($000) $1,252 Avg Close — Range —