ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

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

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

Q4 2025
Shares 4,727 Value ($000) $272 Avg Close — Range —
Q3 2025
Shares 4,715 Value ($000) $269 Avg Close — Range —
Q2 2025
Shares 4,875 Value ($000) $272 Avg Close — Range —
Q1 2025
Shares 4,838 Value ($000) $272 Avg Close — Range —
Q4 2024
Shares 4,815 Value ($000) $276 Avg Close — Range —
Q3 2024
Shares 4,815 Value ($000) $280 Avg Close — Range —
Q2 2024
Shares 4,815 Value ($000) $274 Avg Close — Range —
Q1 2024
Shares 4,815 Value ($000) $277 Avg Close — Range —
Q4 2023
Shares 4,815 Value ($000) $279 Avg Close — Range —