ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 188,743 Value ($000) $15,632 Avg Close — Range —
Q3 2025
Shares 165,078 Value ($000) $13,695 Avg Close — Range —
Q2 2025
Shares 160,427 Value ($000) $13,293 Avg Close — Range —
Q1 2025
Shares 164,093 Value ($000) $13,575 Avg Close — Range —
Q4 2024
Shares 149,857 Value ($000) $12,285 Avg Close — Range —
Q3 2024
Shares 137,975 Value ($000) $11,472 Avg Close — Range —
Q2 2024
Shares 135,936 Value ($000) $11,100 Avg Close — Range —
Q1 2024
Shares 127,530 Value ($000) $10,430 Avg Close — Range —
Q4 2023
Shares 130,366 Value ($000) $10,696 Avg Close — Range —
Q3 2023
Shares 128,542 Value ($000) $10,408 Avg Close — Range —
Q2 2023
Shares 101,507 Value ($000) $8,230 Avg Close — Range —
Q1 2023
Shares 80,334 Value ($000) $6,600 Avg Close — Range —
Q4 2022
Shares 60,725 Value ($000) $4,929 Avg Close — Range —
Q3 2022
Shares 20,012 Value ($000) $1,625 Avg Close — Range —