ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 1,416,321 Value ($000) $156,008 Avg Close — Range —
Q3 2025
Shares 1,259,640 Value ($000) $139,178 Avg Close — Range —
Q2 2025
Shares 1,245,522 Value ($000) $137,531 Avg Close — Range —
Q1 2025
Shares 857,426 Value ($000) $94,711 Avg Close — Range —
Q4 2024
Shares 1,190,784 Value ($000) $131,117 Avg Close — Range —
Q3 2024
Shares 1,166,040 Value ($000) $128,999 Avg Close — Range —
Q2 2024
Shares 1,103,660 Value ($000) $121,956 Avg Close — Range —
Q1 2024
Shares 1,040,261 Value ($000) $114,992 Avg Close — Range —