ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025

Shares 70,950 Value ($000) $19,649 Avg Close — Range —

Q3 2025

Shares 65,327 Value ($000) $17,877 Avg Close — Range —

Q2 2025

Shares 51,639 Value ($000) $12,730 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	70,950	$19,649	—	—
Q3 2025	65,327	$17,877	—	—
Q2 2025	51,639	$12,730	—	—