SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

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

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

Q4 2025
Shares 4,736 Value ($000) $3,229 Avg Close — Range —
Q3 2025
Shares 4,776 Value ($000) $3,181 Avg Close — Range —
Q2 2025
Shares 5,876 Value ($000) $3,630 Avg Close — Range —
Q1 2025
Shares 6,468 Value ($000) $3,618 Avg Close — Range —
Q4 2024
Shares 6,465 Value ($000) $3,789 Avg Close — Range —
Q3 2024
Shares 6,603 Value ($000) $3,851 Avg Close — Range —
Q2 2024
Shares 6,609 Value ($000) $3,597 Avg Close — Range —
Q1 2024
Shares 7,167 Value ($000) $3,661 Avg Close — Range —