ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 17,900 Value ($000) $2,662 Avg Close — Range —
Q3 2025
Shares 19,495 Value ($000) $2,839 Avg Close — Range —
Q2 2025
Shares 19,471 Value ($000) $2,629 Avg Close — Range —
Q1 2025
Shares 19,459 Value ($000) $2,374 Avg Close — Range —
Q4 2024
Shares 19,459 Value ($000) $2,503 Avg Close — Range —
Q3 2024
Shares 18,802 Value ($000) $2,400 Avg Close — Range —
Q2 2024
Shares 19,125 Value ($000) $2,272 Avg Close — Range —
Q1 2024
Shares 19,140 Value ($000) $2,149 Avg Close — Range —