ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 15,183 Value ($000) $2,143 Avg Close — Range —
Q3 2025
Shares 15,883 Value ($000) $2,257 Avg Close — Range —
Q2 2025
Shares 15,883 Value ($000) $2,109 Avg Close — Range —
Q1 2025
Shares 15,883 Value ($000) $2,133 Avg Close — Range —
Q4 2024
Shares 15,650 Value ($000) $2,055 Avg Close — Range —
Q3 2024
Shares 15,650 Value ($000) $2,116 Avg Close — Range —
Q2 2024
Shares 15,250 Value ($000) $1,845 Avg Close — Range —
Q1 2024
Shares 16,799 Value ($000) $1,975 Avg Close — Range —