ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 23,572 Value ($000) $2,267 Avg Close — Range —
Q3 2025
Shares 17,858 Value ($000) $1,723 Avg Close — Range —
Q2 2025
Shares 14,816 Value ($000) $1,419 Avg Close — Range —
Q1 2025
Shares 10,955 Value ($000) $1,045 Avg Close — Range —