ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q3 2025
Shares 1,695 Value ($000) $237 Avg Close — Range —
Q2 2025
Shares 1,695 Value ($000) $224 Avg Close — Range —
Q1 2025
Shares 1,709 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 1,709 Value ($000) $221 Avg Close — Range —
Q3 2024
Shares 1,709 Value ($000) $226 Avg Close — Range —
Q2 2024
Shares 2,034 Value ($000) $246 Avg Close — Range —
Q1 2024
Shares 2,079 Value ($000) $261 Avg Close — Range —
Q4 2023
Shares 2,065 Value ($000) $240 Avg Close — Range —