ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 31,296 Value ($000) $3,565 Avg Close — Range —
Q3 2025
Shares 32,404 Value ($000) $3,690 Avg Close — Range —
Q2 2025
Shares 33,943 Value ($000) $3,802 Avg Close — Range —
Q1 2023
Shares 13,182 Value ($000) $1,235 Avg Close — Range —
Q4 2022
Shares 6,998 Value ($000) $586 Avg Close — Range —
Q3 2022
Shares 5,551 Value ($000) $403 Avg Close — Range —