INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 5,036 Value ($000) $965 Avg Close — Range —
Q3 2025
Shares 5,024 Value ($000) $953 Avg Close — Range —
Q2 2025
Shares 5,030 Value ($000) $914 Avg Close — Range —
Q1 2025
Shares 5,038 Value ($000) $873 Avg Close — Range —
Q4 2024
Shares 4,729 Value ($000) $829 Avg Close — Range —
Q3 2024
Shares 4,748 Value ($000) $851 Avg Close — Range —
Q2 2024
Shares 4,848 Value ($000) $796 Avg Close — Range —
Q1 2024
Shares 4,987 Value ($000) $845 Avg Close — Range —
Q4 2023
Shares 5,587 Value ($000) $882 Avg Close — Range —
Q3 2023
Shares 4,786 Value ($000) $678 Avg Close — Range —
Q2 2023
Shares 4,786 Value ($000) $716 Avg Close — Range —
Q1 2023
Shares 4,836 Value ($000) $699 Avg Close — Range —
Q4 2022
Shares 5,011 Value ($000) $708 Avg Close — Range —
Q3 2022
Shares 5,011 Value ($000) $638 Avg Close — Range —
Q2 2022
Shares 6,251 Value ($000) $839 Avg Close — Range —
Q1 2022
Shares 6,351 Value ($000) $1,002 Avg Close — Range —