ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,525 Value ($000) $356 Avg Close — Range —
Q3 2025
Shares 2,797 Value ($000) $391 Avg Close — Range —
Q2 2025
Shares 2,797 Value ($000) $370 Avg Close — Range —
Q1 2025
Shares 2,806 Value ($000) $353 Avg Close — Range —
Q4 2024
Shares 3,166 Value ($000) $410 Avg Close — Range —
Q3 2024
Shares 2,583 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 2,352 Value ($000) $284 Avg Close — Range —
Q1 2024
Shares 1,985 Value ($000) $238 Avg Close — Range —