ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 1,665 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 1,728 Value ($000) $202 Avg Close — Range —
Q2 2024
Shares 4,193 Value ($000) $447 Avg Close — Range —
Q1 2024
Shares 5,699 Value ($000) $630 Avg Close — Range —
Q4 2023
Shares 5,699 Value ($000) $617 Avg Close — Range —
Q3 2023
Shares 5,941 Value ($000) $560 Avg Close — Range —
Q2 2023
Shares 5,941 Value ($000) $587 Avg Close — Range —
Q1 2023
Shares 5,955 Value ($000) $576 Avg Close — Range —
Q4 2022
Shares 5,962 Value ($000) $564 Avg Close — Range —
Q3 2022
Shares 6,162 Value ($000) $537 Avg Close — Range —
Q2 2022
Shares 6,140 Value ($000) $567 Avg Close — Range —
Q1 2022
Shares 6,540 Value ($000) $706 Avg Close — Range —
Q4 2021
Shares 7,560 Value ($000) $866 Avg Close — Range —