SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q3 2023
Shares 166,346 Value ($000) $11,771 Avg Close — Range —
Q2 2023
Shares 170,971 Value ($000) $12,435 Avg Close — Range —
Q1 2023
Shares 167,190 Value ($000) $12,232 Avg Close — Range —
Q4 2022
Shares 119,192 Value ($000) $9,004 Avg Close — Range —