ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 6,743 Value ($000) $635 Avg Close — Range —
Q3 2025
Shares 6,743 Value ($000) $642 Avg Close — Range —
Q2 2025
Shares 6,727 Value ($000) $631 Avg Close — Range —
Q1 2025
Shares 6,815 Value ($000) $638 Avg Close — Range —
Q4 2024
Shares 2,815 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 2,290 Value ($000) $209 Avg Close — Range —
Q2 2024
Shares 4,252 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 4,216 Value ($000) $352 Avg Close — Range —
Q4 2023
Shares 4,657 Value ($000) $363 Avg Close — Range —
Q3 2023
Shares 4,706 Value ($000) $341 Avg Close — Range —
Q2 2023
Shares 4,738 Value ($000) $352 Avg Close — Range —
Q1 2023
Shares 9,539 Value ($000) $694 Avg Close — Range —
Q4 2022
Shares 7,849 Value ($000) $566 Avg Close — Range —
Q3 2022
Shares 4,663 Value ($000) $308 Avg Close — Range —
Q2 2022
Shares 5,933 Value ($000) $417 Avg Close — Range —
Q1 2022
Shares 5,494 Value ($000) $426 Avg Close — Range —