ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025

Shares 1,355 Value ($000) $228 Avg Close — Range —

Q3 2025

Shares 1,355 Value ($000) $223 Avg Close — Range —

Q2 2025

Shares 1,355 Value ($000) $204 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,355	$228	—	—
Q3 2025	1,355	$223	—	—
Q2 2025	1,355	$204	—	—