J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

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

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

Q4 2025
Shares 9,458 Value ($000) $550 Avg Close — Range —
Q3 2025
Shares 9,185 Value ($000) $528 Avg Close — Range —
Q2 2025
Shares 11,370 Value ($000) $619 Avg Close — Range —
Q1 2025
Shares 9,042 Value ($000) $468 Avg Close — Range —
Q4 2024
Shares 8,299 Value ($000) $468 Avg Close — Range —
Q3 2024
Shares 7,164 Value ($000) $394 Avg Close — Range —
Q2 2024
Shares 6,685 Value ($000) $371 Avg Close — Range —
Q1 2024
Shares 4,025 Value ($000) $218 Avg Close — Range —