J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

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

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

Q4 2025
Shares 11,800 Value ($000) $546 Avg Close — Range —
Q3 2025
Shares 11,800 Value ($000) $548 Avg Close — Range —
Q2 2025
Shares 11,800 Value ($000) $547 Avg Close — Range —
Q1 2025
Shares 11,800 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 9,700 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 6,700 Value ($000) $311 Avg Close — Range —
Q2 2024
Shares 6,700 Value ($000) $305 Avg Close — Range —
Q1 2024
Shares 6,700 Value ($000) $305 Avg Close — Range —