SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 15,285 Value ($000) $617 Avg Close — Range —
Q3 2025
Shares 18,152 Value ($000) $765 Avg Close — Range —
Q2 2025
Shares 18,103 Value ($000) $750 Avg Close — Range —
Q1 2025
Shares 20,147 Value ($000) $843 Avg Close — Range —
Q4 2024
Shares 24,729 Value ($000) $1,006 Avg Close — Range —
Q3 2024
Shares 19,573 Value ($000) $859 Avg Close — Range —
Q2 2024
Shares 16,905 Value ($000) $649 Avg Close — Range —
Q1 2024
Shares 14,118 Value ($000) $526 Avg Close — Range —