ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Partnership Wealth Management, LLC's Holding History (CIK: 0002010656)

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

Q4 2025
Shares 38,667 Value ($000) $2,998 Avg Close — Range —
Q3 2025
Shares 37,429 Value ($000) $2,872 Avg Close — Range —
Q2 2025
Shares 40,198 Value ($000) $2,922 Avg Close — Range —
Q1 2025
Shares 39,426 Value ($000) $2,505 Avg Close — Range —
Q4 2024
Shares 38,757 Value ($000) $2,354 Avg Close — Range —
Q3 2024
Shares 30,781 Value ($000) $2,084 Avg Close — Range —
Q2 2024
Shares 6,413 Value ($000) $395 Avg Close — Range —
Q1 2024
Shares 7,072 Value ($000) $448 Avg Close — Range —
Q4 2023
Shares 6,954 Value ($000) $419 Avg Close — Range —