ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 4,178 Value ($000) $702 Avg Close — Range —
Q3 2025
Shares 4,505 Value ($000) $741 Avg Close — Range —
Q2 2025
Shares 4,505 Value ($000) $678 Avg Close — Range —
Q1 2025
Shares 4,505 Value ($000) $573 Avg Close — Range —
Q4 2024
Shares 4,546 Value ($000) $633 Avg Close — Range —
Q3 2024
Shares 4,546 Value ($000) $600 Avg Close — Range —
Q2 2024
Shares 5,035 Value ($000) $642 Avg Close — Range —
Q1 2024
Shares 5,090 Value ($000) $597 Avg Close — Range —
Q4 2023
Shares 5,050 Value ($000) $526 Avg Close — Range —
Q3 2023
Shares 5,052 Value ($000) $479 Avg Close — Range —
Q2 2023
Shares 5,052 Value ($000) $493 Avg Close — Range —
Q1 2023
Shares 5,052 Value ($000) $448 Avg Close — Range —
Q4 2022
Shares 5,175 Value ($000) $422 Avg Close — Range —
Q3 2022
Shares 5,175 Value ($000) $415 Avg Close — Range —
Q2 2022
Shares 3,624 Value ($000) $303 Avg Close — Range —