NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

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

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

Q4 2025
Shares 4,833 Value ($000) $666 Avg Close — Range —
Q3 2025
Shares 4,933 Value ($000) $633 Avg Close — Range —
Q2 2025
Shares 5,205 Value ($000) $630 Avg Close — Range —
Q1 2025
Shares 5,080 Value ($000) $566 Avg Close — Range —
Q4 2024
Shares 5,880 Value ($000) $572 Avg Close — Range —
Q3 2024
Shares 5,930 Value ($000) $678 Avg Close — Range —
Q2 2024
Shares 5,638 Value ($000) $600 Avg Close — Range —
Q1 2024
Shares 5,638 Value ($000) $527 Avg Close — Range —