SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q3 2025
Shares 4,000 Value ($000) $221 Avg Close — Range —
Q2 2025
Shares 4,000 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 5,228 Value ($000) $267 Avg Close — Range —