ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 152,288 Value ($000) $18,302 Avg Close — Range —
Q3 2025
Shares 150,846 Value ($000) $17,925 Avg Close — Range —
Q2 2025
Shares 149,159 Value ($000) $16,302 Avg Close — Range —
Q1 2025
Shares 154,060 Value ($000) $16,110 Avg Close — Range —
Q4 2024
Shares 120,727 Value ($000) $13,910 Avg Close — Range —
Q3 2024
Shares 119,155 Value ($000) $13,941 Avg Close — Range —
Q2 2024
Shares 119,064 Value ($000) $12,704 Avg Close — Range —
Q1 2024
Shares 118,503 Value ($000) $13,101 Avg Close — Range —
Q4 2023
Shares 15,788 Value ($000) $1,709 Avg Close — Range —
Q3 2023
Shares 16,640 Value ($000) $1,570 Avg Close — Range —
Q2 2023
Shares 16,631 Value ($000) $1,657 Avg Close — Range —
Q1 2023
Shares 16,667 Value ($000) $1,612 Avg Close — Range —
Q4 2022
Shares 17,394 Value ($000) $1,646 Avg Close — Range —
Q3 2022
Shares 18,192 Value ($000) $1,586 Avg Close — Range —
Q2 2022
Shares 15,717 Value ($000) $1,452 Avg Close — Range —
Q1 2022
Shares 10,292 Value ($000) $1,110 Avg Close — Range —
Q4 2021
Shares 9,129 Value ($000) $1,045 Avg Close — Range —
Q3 2021
Shares 8,526 Value ($000) $931 Avg Close — Range —
Q2 2021
Shares 8,812 Value ($000) $995 Avg Close — Range —
Q1 2021
Shares 8,038 Value ($000) $872 Avg Close — Range —
Q4 2020
Shares 7,765 Value ($000) $714 Avg Close — Range —
Q3 2020
Shares 7,759 Value ($000) $545 Avg Close — Range —
Q2 2020
Shares 3,581 Value ($000) $245 Avg Close — Range —