ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 48,919 Value ($000) $5,377 Avg Close — Range —
Q3 2025
Shares 50,483 Value ($000) $5,615 Avg Close — Range —
Q2 2025
Shares 37,257 Value ($000) $4,100 Avg Close — Range —
Q1 2025
Shares 12,200 Value ($000) $1,355 Avg Close — Range —
Q4 2024
Shares 6,006 Value ($000) $640 Avg Close — Range —
Q3 2024
Shares 6,111 Value ($000) $675 Avg Close — Range —
Q2 2024
Shares 5,951 Value ($000) $635 Avg Close — Range —
Q1 2024
Shares 7,431 Value ($000) $798 Avg Close — Range —
Q4 2023
Shares 2,853 Value ($000) $307 Avg Close — Range —
Q3 2023
Shares 7,243 Value ($000) $751 Avg Close — Range —
Q2 2023
Shares 9,100 Value ($000) $979 Avg Close — Range —
Q1 2023
Shares 9,923 Value ($000) $1,094 Avg Close — Range —
Q4 2022
Shares 15,062 Value ($000) $1,603 Avg Close — Range —
Q3 2022
Shares 22,151 Value ($000) $2,324 Avg Close — Range —
Q2 2022
Shares 20,402 Value ($000) $2,324 Avg Close — Range —
Q1 2022
Shares 23,954 Value ($000) $2,984 Avg Close — Range —
Q4 2021
Shares 6,070 Value ($000) $784 Avg Close — Range —
Q3 2021
Shares 5,342 Value ($000) $682 Avg Close — Range —