ISHARES TR

Ticker: AGZ CUSIP: 464288166 Class: Fixed Income

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

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

Q1 2024
Shares 5,440 Value ($000) $588 Avg Close — Range —
Q4 2023
Shares 2,520 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 5,190 Value ($000) $549 Avg Close — Range —
Q2 2023
Shares 6,530 Value ($000) $698 Avg Close — Range —
Q1 2023
Shares 11,895 Value ($000) $1,287 Avg Close — Range —
Q4 2022
Shares 15,015 Value ($000) $1,598 Avg Close — Range —
Q3 2022
Shares 28,535 Value ($000) $3,039 Avg Close — Range —
Q2 2022
Shares 28,890 Value ($000) $3,177 Avg Close — Range —
Q1 2022
Shares 28,785 Value ($000) $3,233 Avg Close — Range —