ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 346,688 Value ($000) $14,939 Avg Close — Range —
Q3 2025
Shares 324,105 Value ($000) $13,901 Avg Close — Range —
Q2 2025
Shares 252,550 Value ($000) $10,837 Avg Close — Range —
Q1 2025
Shares 299,888 Value ($000) $12,481 Avg Close — Range —
Q4 2024
Shares 267,781 Value ($000) $11,410 Avg Close — Range —
Q3 2024
Shares 233,767 Value ($000) $10,150 Avg Close — Range —
Q2 2024
Shares 235,710 Value ($000) $10,027 Avg Close — Range —
Q1 2024
Shares 193,250 Value ($000) $8,103 Avg Close — Range —