ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 35,861 Value ($000) $3,377 Avg Close — Range —
Q3 2025
Shares 32,776 Value ($000) $3,118 Avg Close — Range —
Q2 2025
Shares 30,477 Value ($000) $2,861 Avg Close — Range —
Q4 2021
Shares 2,501 Value ($000) $202 Avg Close — Range —