ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

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

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

Q4 2025
Shares 11,203 Value ($000) $1,076 Avg Close — Range —
Q3 2025
Shares 11,210 Value ($000) $1,047 Avg Close — Range —
Q2 2025
Shares 11,210 Value ($000) $1,002 Avg Close — Range —
Q1 2025
Shares 11,171 Value ($000) $913 Avg Close — Range —
Q4 2024
Shares 11,361 Value ($000) $859 Avg Close — Range —
Q3 2024
Shares 11,902 Value ($000) $995 Avg Close — Range —
Q2 2024
Shares 11,653 Value ($000) $913 Avg Close — Range —
Q1 2024
Shares 11,839 Value ($000) $945 Avg Close — Range —
Q4 2023
Shares 11,839 Value ($000) $892 Avg Close — Range —
Q3 2023
Shares 11,961 Value ($000) $824 Avg Close — Range —
Q2 2023
Shares 10,540 Value ($000) $764 Avg Close — Range —
Q1 2023
Shares 10,571 Value ($000) $756 Avg Close — Range —
Q4 2022
Shares 10,571 Value ($000) $694 Avg Close — Range —
Q3 2022
Shares 10,108 Value ($000) $566 Avg Close — Range —
Q2 2022
Shares 10,142 Value ($000) $634 Avg Close — Range —
Q1 2022
Shares 11,072 Value ($000) $815 Avg Close — Range —
Q1 2021
Shares 2,680 Value ($000) $203 Avg Close — Range —
Q4 2020
Shares 2,780 Value ($000) $203 Avg Close — Range —