ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 18,500 Value ($000) $2,756 Avg Close — Range —
Q3 2025
Shares 18,884 Value ($000) $2,750 Avg Close — Range —
Q2 2025
Shares 18,884 Value ($000) $2,555 Avg Close — Range —
Q1 2025
Shares 18,884 Value ($000) $2,302 Avg Close — Range —
Q4 2024
Shares 18,884 Value ($000) $2,433 Avg Close — Range —
Q3 2024
Shares 18,884 Value ($000) $2,414 Avg Close — Range —
Q2 2024
Shares 18,910 Value ($000) $2,256 Avg Close — Range —
Q1 2024
Shares 18,910 Value ($000) $2,120 Avg Close — Range —