NEOS ETF TRUST

Ticker: IWMI CUSIP: 78433H634 Class: RUSSELL 2000 HIG

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

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

Q4 2025
Shares 116,581 Value ($000) $5,885 Avg Close Range
Q3 2025
Shares 138,191 Value ($000) $6,735 Avg Close Range