SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 287,779 Value ($000) $12,780 Avg Close — Range —
Q3 2025
Shares 290,092 Value ($000) $12,413 Avg Close — Range —
Q2 2025
Shares 290,232 Value ($000) $11,751 Avg Close — Range —
Q1 2025
Shares 280,887 Value ($000) $10,227 Avg Close — Range —
Q4 2024
Shares 275,546 Value ($000) $9,404 Avg Close — Range —
Q3 2024
Shares 253,215 Value ($000) $9,197 Avg Close — Range —
Q2 2024
Shares 253,230 Value ($000) $8,883 Avg Close — Range —
Q1 2024
Shares 249,438 Value ($000) $8,658 Avg Close — Range —