ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

Cascade Wealth Advisors, Inc's Holding History (CIK: 0002018936)

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

Q4 2025
Shares 22,900 Value ($000) $1,318 Avg Close — Range —
Q3 2025
Shares 18,210 Value ($000) $1,062 Avg Close — Range —
Q2 2025
Shares 10,299 Value ($000) $576 Avg Close — Range —
Q1 2025
Shares 22,256 Value ($000) $1,205 Avg Close — Range —
Q4 2024
Shares 42,967 Value ($000) $2,462 Avg Close — Range —
Q3 2024
Shares 38,672 Value ($000) $2,381 Avg Close — Range —
Q2 2024
Shares 38,211 Value ($000) $2,126 Avg Close — Range —
Q1 2024
Shares 32,364 Value ($000) $1,657 Avg Close — Range —