VANGUARD WORLD FDS

Ticker: VHT CUSIP: 92204A504 Class: HEALTH CAR ETF

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

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

Q4 2025
Shares 3,322 Value ($000) $953 Avg Close — Range —
Q3 2025
Shares 1,530 Value ($000) $420 Avg Close — Range —
Q2 2025
Shares 846 Value ($000) $204 Avg Close — Range —
Q1 2025
Shares 2,207 Value ($000) $552 Avg Close — Range —
Q4 2024
Shares 15,183 Value ($000) $3,852 Avg Close — Range —
Q3 2024
Shares 12,776 Value ($000) $3,605 Avg Close — Range —
Q2 2024
Shares 11,820 Value ($000) $3,233 Avg Close — Range —
Q1 2024
Shares 5,002 Value ($000) $1,274 Avg Close — Range —