AMERICAN CENTY ETF TR

Ticker: AVDV CUSIP: 025072802 Class: INTL SMCP VLU

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 40,226 Value ($000) $3,780 Avg Close — Range —
Q3 2025
Shares 36,435 Value ($000) $3,244 Avg Close — Range —
Q2 2025
Shares 34,483 Value ($000) $2,734 Avg Close — Range —
Q1 2025
Shares 30,023 Value ($000) $2,094 Avg Close — Range —
Q4 2024
Shares 19,505 Value ($000) $1,269 Avg Close — Range —
Q3 2024
Shares 16,484 Value ($000) $1,127 Avg Close — Range —
Q2 2024
Shares 14,646 Value ($000) $951 Avg Close — Range —
Q1 2024
Shares 12,400 Value ($000) $806 Avg Close — Range —