ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 87,483 Value ($000) $6,783 Avg Close — Range —
Q3 2025
Shares 84,303 Value ($000) $6,468 Avg Close — Range —
Q2 2025
Shares 82,095 Value ($000) $5,967 Avg Close — Range —
Q4 2024
Shares 3,447 Value ($000) $209 Avg Close — Range —
Q3 2024
Shares 3,384 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 3,170 Value ($000) $201 Avg Close — Range —
Q4 2022
Shares 4,171 Value ($000) $236 Avg Close — Range —
Q3 2022
Shares 4,171 Value ($000) $203 Avg Close — Range —
Q2 2022
Shares 3,952 Value ($000) $216 Avg Close — Range —