ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 11,767 Value ($000) $1,119 Avg Close — Range —
Q3 2025
Shares 11,914 Value ($000) $1,108 Avg Close — Range —
Q2 2025
Shares 11,914 Value ($000) $1,063 Avg Close — Range —
Q1 2025
Shares 11,914 Value ($000) $973 Avg Close — Range —
Q4 2024
Shares 14,414 Value ($000) $1,097 Avg Close — Range —
Q3 2024
Shares 14,414 Value ($000) $1,166 Avg Close — Range —
Q2 2024
Shares 14,414 Value ($000) $1,136 Avg Close — Range —
Q1 2024
Shares 14,414 Value ($000) $1,115 Avg Close — Range —