ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 10,536 Value ($000) $1,052 Avg Close — Range —
Q3 2025
Shares 13,797 Value ($000) $1,383 Avg Close — Range —
Q2 2025
Shares 13,790 Value ($000) $1,368 Avg Close — Range —
Q1 2025
Shares 15,113 Value ($000) $1,495 Avg Close — Range —
Q4 2024
Shares 18,176 Value ($000) $1,761 Avg Close — Range —
Q3 2024
Shares 20,644 Value ($000) $2,041 Avg Close — Range —
Q2 2024
Shares 23,993 Value ($000) $2,329 Avg Close — Range —
Q1 2024
Shares 24,000 Value ($000) $2,303 Avg Close — Range —