SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 10,029 Value ($000) $549 Avg Close — Range —
Q3 2025
Shares 10,029 Value ($000) $540 Avg Close — Range —
Q2 2025
Shares 10,029 Value ($000) $525 Avg Close — Range —