ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 6,233 Value ($000) $639 Avg Close — Range —
Q3 2025
Shares 6,233 Value ($000) $623 Avg Close — Range —
Q2 2025
Shares 6,233 Value ($000) $590 Avg Close — Range —