ISHARES TR

Ticker: ICF CUSIP: 464287564 Class: SELECT US REIT

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

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

Q4 2025
Shares 68,119 Value ($000) $4,065 Avg Close — Range —
Q3 2025
Shares 62,137 Value ($000) $3,829 Avg Close — Range —
Q2 2025
Shares 54,379 Value ($000) $3,326 Avg Close — Range —
Q1 2025
Shares 11,658 Value ($000) $717 Avg Close — Range —
Q3 2024
Shares 3,157 Value ($000) $208 Avg Close — Range —
Q1 2024
Shares 3,493 Value ($000) $202 Avg Close — Range —
Q4 2023
Shares 3,476 Value ($000) $204 Avg Close — Range —
Q1 2023
Shares 3,651 Value ($000) $203 Avg Close — Range —