SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

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

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

Q4 2025
Shares 234,889 Value ($000) $10,995 Avg Close — Range —
Q3 2025
Shares 225,704 Value ($000) $10,565 Avg Close — Range —
Q2 2025
Shares 221,212 Value ($000) $9,455 Avg Close — Range —
Q1 2025
Shares 189,861 Value ($000) $7,475 Avg Close — Range —
Q4 2024
Shares 176,378 Value ($000) $6,768 Avg Close — Range —
Q3 2024
Shares 169,378 Value ($000) $6,938 Avg Close — Range —
Q2 2024
Shares 170,445 Value ($000) $6,421 Avg Close — Range —
Q1 2024
Shares 170,470 Value ($000) $6,139 Avg Close — Range —