ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 2,806 Value ($000) $845 Avg Close — Range —
Q3 2025
Shares 2,899 Value ($000) $786 Avg Close — Range —
Q2 2025
Shares 3,199 Value ($000) $764 Avg Close — Range —
Q1 2025
Shares 2,876 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 4,564 Value ($000) $984 Avg Close — Range —
Q3 2024
Shares 4,563 Value ($000) $1,052 Avg Close — Range —
Q2 2024
Shares 4,561 Value ($000) $1,125 Avg Close — Range —
Q1 2024
Shares 4,645 Value ($000) $1,049 Avg Close — Range —
Q4 2023
Shares 1,521 Value ($000) $876 Avg Close — Range —
Q3 2023
Shares 1,511 Value ($000) $715 Avg Close — Range —
Q2 2023
Shares 1,402 Value ($000) $711 Avg Close — Range —
Q1 2023
Shares 1,171 Value ($000) $521 Avg Close — Range —
Q4 2022
Shares 1,171 Value ($000) $407 Avg Close — Range —
Q2 2022
Shares 3,398 Value ($000) $1,188 Avg Close — Range —
Q1 2022
Shares 5,199 Value ($000) $2,461 Avg Close — Range —
Q4 2021
Shares 2,611 Value ($000) $1,416 Avg Close — Range —
Q2 2020
Shares 47 Value ($000) $13 Avg Close — Range —