ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 45,666 Value ($000) $31,278 Avg Close — Range —
Q3 2025
Shares 47,760 Value ($000) $31,966 Avg Close — Range —
Q2 2025
Shares 49,205 Value ($000) $30,551 Avg Close — Range —
Q1 2025
Shares 50,405 Value ($000) $28,323 Avg Close — Range —
Q4 2024
Shares 49,903 Value ($000) $29,377 Avg Close — Range —
Q3 2024
Shares 51,365 Value ($000) $30,107 Avg Close — Range —
Q2 2024
Shares 51,129 Value ($000) $27,979 Avg Close — Range —
Q1 2024
Shares 51,292 Value ($000) $26,328 Avg Close — Range —