INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

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

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

Q4 2025
Shares 5,589 Value ($000) $1,071 Avg Close — Range —
Q3 2025
Shares 5,589 Value ($000) $1,060 Avg Close — Range —
Q2 2025
Shares 5,279 Value ($000) $959 Avg Close — Range —
Q1 2025
Shares 5,158 Value ($000) $894 Avg Close — Range —
Q4 2024
Shares 4,576 Value ($000) $802 Avg Close — Range —
Q3 2024
Shares 4,576 Value ($000) $821 Avg Close — Range —
Q2 2024
Shares 4,576 Value ($000) $752 Avg Close — Range —
Q1 2024
Shares 4,576 Value ($000) $741 Avg Close — Range —