ISHARES TR

Ticker: FLOT CUSIP: 46429B655 Class: FLTG RATE NT ETF

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

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

Q4 2025
Shares 252,341 Value ($000) $12,874 Avg Close — Range —
Q3 2025
Shares 246,710 Value ($000) $12,561 Avg Close — Range —
Q2 2025
Shares 195,318 Value ($000) $9,951 Avg Close — Range —
Q1 2025
Shares 258,269 Value ($000) $13,092 Avg Close — Range —
Q4 2024
Shares 257,611 Value ($000) $13,107 Avg Close — Range —
Q3 2024
Shares 227,067 Value ($000) $11,590 Avg Close — Range —
Q2 2024
Shares 235,224 Value ($000) $12,006 Avg Close — Range —
Q1 2024
Shares 200,082 Value ($000) $10,194 Avg Close — Range —