J P MORGAN EXCHANGE TRADED F

Ticker: JMUB CUSIP: 46641Q647 Class: ETF-FIXED INCOM

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

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

Q4 2025
Shares 41,794 Value ($000) $2,111 Avg Close — Range —
Q3 2025
Shares 34,901 Value ($000) $1,761 Avg Close — Range —
Q2 2025
Shares 39,498 Value ($000) $1,961 Avg Close — Range —
Q1 2025
Shares 38,095 Value ($000) $1,905 Avg Close — Range —
Q4 2024
Shares 33,933 Value ($000) $1,702 Avg Close — Range —
Q3 2024
Shares 14,027 Value ($000) $719 Avg Close — Range —
Q2 2024
Shares 10,127 Value ($000) $510 Avg Close — Range —