SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,175 Value ($000) $709 Avg Close — Range —
Q3 2025
Shares 1,263 Value ($000) $753 Avg Close — Range —
Q2 2025
Shares 1,263 Value ($000) $715 Avg Close — Range —
Q1 2025
Shares 1,440 Value ($000) $768 Avg Close — Range —
Q4 2024
Shares 1,525 Value ($000) $869 Avg Close — Range —
Q3 2024
Shares 1,525 Value ($000) $875 Avg Close — Range —
Q2 2024
Shares 1,555 Value ($000) $832 Avg Close — Range —
Q1 2024
Shares 1,598 Value ($000) $847 Avg Close — Range —