ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

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

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

Q4 2025
Shares 105,824 Value ($000) $5,479 Avg Close — Range —
Q3 2025
Shares 104,232 Value ($000) $5,443 Avg Close — Range —
Q2 2025
Shares 102,823 Value ($000) $5,289 Avg Close — Range —
Q1 2025
Shares 109,893 Value ($000) $5,613 Avg Close — Range —
Q4 2024
Shares 107,048 Value ($000) $5,382 Avg Close — Range —
Q3 2024
Shares 69,107 Value ($000) $3,634 Avg Close — Range —
Q2 2024
Shares 42,072 Value ($000) $2,112 Avg Close — Range —
Q1 2024
Shares 36,470 Value ($000) $1,852 Avg Close — Range —
Q4 2023
Shares 19,440 Value ($000) $996 Avg Close — Range —