ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 506,708 Value ($000) $12,789 Avg Close — Range —
Q3 2025
Shares 489,462 Value ($000) $12,388 Avg Close — Range —
Q2 2025
Shares 479,307 Value ($000) $12,064 Avg Close — Range —
Q1 2025
Shares 470,232 Value ($000) $11,751 Avg Close — Range —
Q4 2024
Shares 467,656 Value ($000) $11,551 Avg Close — Range —
Q3 2024
Shares 917,928 Value ($000) $23,095 Avg Close — Range —