ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 17,129 Value ($000) $2,077 Avg Close — Range —
Q3 2025
Shares 12,035 Value ($000) $1,409 Avg Close — Range —
Q2 2025
Shares 12,019 Value ($000) $1,302 Avg Close — Range —
Q1 2025
Shares 12,004 Value ($000) $1,150 Avg Close — Range —
Q4 2024
Shares 11,988 Value ($000) $1,235 Avg Close — Range —
Q3 2024
Shares 23,939 Value ($000) $2,430 Avg Close — Range —