ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 3,135 Value ($000) $772 Avg Close — Range —
Q3 2025
Shares 2,842 Value ($000) $688 Avg Close — Range —
Q2 2025
Shares 5,172 Value ($000) $1,116 Avg Close — Range —
Q1 2025
Shares 5,953 Value ($000) $1,188 Avg Close — Range —
Q4 2024
Shares 3,229 Value ($000) $713 Avg Close — Range —
Q3 2024
Shares 3,012 Value ($000) $666 Avg Close — Range —
Q2 2024
Shares 3,212 Value ($000) $652 Avg Close — Range —
Q1 2024
Shares 3,241 Value ($000) $644 Avg Close — Range —