ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,341 Value ($000) $330 Avg Close — Range —
Q3 2025
Shares 1,117 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 1,118 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 1,218 Value ($000) $243 Avg Close — Range —
Q4 2024
Shares 1,500 Value ($000) $331 Avg Close — Range —
Q3 2024
Shares 1,450 Value ($000) $320 Avg Close — Range —
Q2 2024
Shares 1,350 Value ($000) $274 Avg Close — Range —
Q1 2024
Shares 1,807 Value ($000) $380 Avg Close — Range —
Q4 2023
Shares 1,731 Value ($000) $347 Avg Close — Range —
Q3 2023
Shares 1,731 Value ($000) $306 Avg Close — Range —
Q2 2023
Shares 1,867 Value ($000) $350 Avg Close — Range —
Q1 2023
Shares 2,017 Value ($000) $360 Avg Close — Range —
Q4 2022
Shares 2,085 Value ($000) $364 Avg Close — Range —
Q3 2022
Shares 2,008 Value ($000) $331 Avg Close — Range —
Q2 2022
Shares 2,008 Value ($000) $340 Avg Close — Range —
Q1 2022
Shares 2,006 Value ($000) $412 Avg Close — Range —