ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 123,190 Value ($000) $18,317 Avg Close — Range —
Q3 2025
Shares 124,305 Value ($000) $18,105 Avg Close — Range —
Q2 2025
Shares 124,896 Value ($000) $16,866 Avg Close — Range —
Q1 2025
Shares 124,946 Value ($000) $15,245 Avg Close — Range —
Q4 2024
Shares 122,524 Value ($000) $15,759 Avg Close — Range —
Q3 2024
Shares 124,601 Value ($000) $15,652 Avg Close — Range —
Q2 2024
Shares 122,721 Value ($000) $14,577 Avg Close — Range —
Q1 2024
Shares 124,397 Value ($000) $14,343 Avg Close — Range —