Cascade Wealth Advisors, Inc Purchases in Q3 2024

Cascade Wealth Advisors, Inc

Stock	Shares change	Price Range	Shares Held
VGSH Vanguard ETFs	17.4K + 11.8%	$57.74 - $59.13 $1M - $1.03M	165K $9.73B
VIG Vanguard Dividend Appreciation ETFs	300 + 0.64%	$182.15 - $182.15 $54.6K - $54.6K	47.1K $9.33B
IJH Ishares Core S&P Mid Cap ETF ETFs	6.62K + 8.39%	$57.32 - $62.65 $380K - $415K	85.6K $5.33B
VCSH Vanguard Sht Term Corp Bd ETF ETFs	6.12K + 15.69%	$76.94 - $79.54 $471K - $487K	45.2K $3.59B
VCIT Vanguard Intermediate Term Cor ETFs	4.46K + 8.58%	$79.29 - $84.02 $353K - $375K	56.4K $4.73B
JEPI J P Morgan Exchange Traded Fd ETFs	1.51K + 1.25%	$54.98 - $59.51 $83.2K - $90K	123K $7.3B
VHT Vanguard Health Care ETF ETFs	956 + 8.09%	$261.88 - $288.1 $250K - $275K	12.8K $3.61B
USRT Ishares Core U.S. Reit ETF ETFs	461 + 1.21%	$53.07 - $62.66 $24.5K - $28.9K	38.7K $2.38B
VOO Vanguard Index Fds S&P 500 ETF ETFs	398 New	$475.2 - $527.7 $189K - $210K	398 $210M
DFUV Dimensional ETF Tr Us Marketwi ETFs	914 + 1.29%	$38.51 - $41.69 $35.2K - $38.1K	72K $3B
BXSL Blackstone Secured Lending Fund Financial Services	6.01K + 4.6%	$28.75 - $31.59 $173K - $190K	137K $4B

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