ISHARES TR

Ticker: REM CUSIP: 46435G342 Class: MORTGE REL ETF

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

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

Q4 2025
Shares 14,450 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 14,450 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 17,450 Value ($000) $373 Avg Close — Range —
Q1 2025
Shares 17,450 Value ($000) $392 Avg Close — Range —
Q4 2024
Shares 19,250 Value ($000) $411 Avg Close — Range —
Q3 2024
Shares 15,155 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 16,196 Value ($000) $359 Avg Close — Range —
Q1 2024
Shares 16,196 Value ($000) $352 Avg Close — Range —