ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 58,972 Value ($000) $4,991 Avg Close — Range —
Q3 2025
Shares 58,076 Value ($000) $4,796 Avg Close — Range —
Q2 2025
Shares 59,717 Value ($000) $4,617 Avg Close — Range —
Q1 2025
Shares 61,415 Value ($000) $4,287 Avg Close — Range —
Q4 2024
Shares 59,043 Value ($000) $3,905 Avg Close — Range —
Q3 2024
Shares 60,220 Value ($000) $4,374 Avg Close — Range —
Q2 2024
Shares 63,825 Value ($000) $4,312 Avg Close — Range —
Q1 2024
Shares 65,754 Value ($000) $4,462 Avg Close — Range —
Q4 2022
Shares 5,422 Value ($000) $314 Avg Close — Range —