ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 3,397 Value ($000) $715 Avg Close — Range —
Q3 2025
Shares 3,397 Value ($000) $692 Avg Close — Range —
Q2 2025
Shares 3,397 Value ($000) $660 Avg Close — Range —
Q1 2025
Shares 3,397 Value ($000) $639 Avg Close — Range —
Q4 2024
Shares 2,848 Value ($000) $527 Avg Close — Range —
Q3 2024
Shares 2,848 Value ($000) $545 Avg Close — Range —
Q2 2024
Shares 2,848 Value ($000) $497 Avg Close — Range —
Q1 2024
Shares 2,848 Value ($000) $489 Avg Close — Range —