ISHARES TR

Ticker: REET CUSIP: 46434V647 Class: GLOBAL REIT ETF

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

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

Q4 2025
Shares 64,290 Value ($000) $1,604 Avg Close — Range —
Q3 2025
Shares 68,101 Value ($000) $1,741 Avg Close — Range —
Q2 2025
Shares 65,804 Value ($000) $1,625 Avg Close — Range —
Q1 2025
Shares 76,652 Value ($000) $1,860 Avg Close — Range —
Q4 2024
Shares 71,951 Value ($000) $1,725 Avg Close — Range —
Q3 2024
Shares 72,465 Value ($000) $1,934 Avg Close — Range —
Q2 2024
Shares 83,476 Value ($000) $1,941 Avg Close — Range —
Q1 2024
Shares 80,700 Value ($000) $1,911 Avg Close — Range —
Q4 2023
Shares 61,984 Value ($000) $1,499 Avg Close — Range —
Q3 2023
Shares 51,310 Value ($000) $1,086 Avg Close — Range —
Q2 2023
Shares 67,980 Value ($000) $1,561 Avg Close — Range —
Q1 2023
Shares 62,591 Value ($000) $1,435 Avg Close — Range —
Q4 2022
Shares 57,638 Value ($000) $1,309 Avg Close — Range —
Q3 2022
Shares 34,075 Value ($000) $725 Avg Close — Range —