ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q2 2025
Shares 6,158 Value ($000) $285 Avg Close — Range —
Q1 2025
Shares 8,133 Value ($000) $375 Avg Close — Range —
Q4 2024
Shares 9,400 Value ($000) $425 Avg Close — Range —
Q3 2024
Shares 9,171 Value ($000) $432 Avg Close — Range —
Q2 2024
Shares 17,965 Value ($000) $812 Avg Close — Range —
Q1 2024
Shares 17,557 Value ($000) $800 Avg Close — Range —
Q4 2023
Shares 6,179 Value ($000) $285 Avg Close — Range —
Q3 2023
Shares 6,482 Value ($000) $283 Avg Close — Range —
Q2 2023
Shares 5,967 Value ($000) $271 Avg Close — Range —
Q1 2023
Shares 70,715 Value ($000) $3,264 Avg Close — Range —
Q4 2022
Shares 42,580 Value ($000) $1,913 Avg Close — Range —
Q3 2022
Shares 28,141 Value ($000) $1,252 Avg Close — Range —
Q2 2022
Shares 11,945 Value ($000) $559 Avg Close — Range —
Q1 2022
Shares 6,628 Value ($000) $329 Avg Close — Range —