ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 27,458 Value ($000) $2,393 Avg Close — Range —
Q3 2025
Shares 22,832 Value ($000) $2,041 Avg Close — Range —
Q2 2025
Shares 19,508 Value ($000) $1,722 Avg Close — Range —
Q1 2025
Shares 13,545 Value ($000) $1,233 Avg Close — Range —
Q4 2024
Shares 14,845 Value ($000) $1,296 Avg Close — Range —
Q3 2024
Shares 17,107 Value ($000) $1,678 Avg Close — Range —
Q2 2024
Shares 17,077 Value ($000) $1,567 Avg Close — Range —
Q1 2024
Shares 16,150 Value ($000) $1,528 Avg Close — Range —
Q4 2023
Shares 4,688 Value ($000) $464 Avg Close — Range —
Q3 2023
Shares 5,586 Value ($000) $495 Avg Close — Range —
Q2 2023
Shares 5,830 Value ($000) $600 Avg Close — Range —
Q1 2023
Shares 4,564 Value ($000) $486 Avg Close — Range —
Q4 2022
Shares 4,259 Value ($000) $424 Avg Close — Range —
Q2 2022
Shares 4,706 Value ($000) $541 Avg Close — Range —