SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

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

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

Q4 2025
Shares 26,271 Value ($000) $1,230 Avg Close — Range —
Q3 2025
Shares 24,563 Value ($000) $1,150 Avg Close — Range —
Q2 2025
Shares 23,255 Value ($000) $994 Avg Close — Range —
Q1 2025
Shares 18,913 Value ($000) $745 Avg Close — Range —
Q4 2024
Shares 18,435 Value ($000) $707 Avg Close — Range —
Q3 2024
Shares 16,935 Value ($000) $699 Avg Close — Range —
Q2 2024
Shares 17,224 Value ($000) $649 Avg Close — Range —
Q1 2024
Shares 16,880 Value ($000) $611 Avg Close — Range —
Q4 2023
Shares 17,430 Value ($000) $617 Avg Close — Range —
Q3 2023
Shares 19,201 Value ($000) $645 Avg Close — Range —
Q2 2023
Shares 20,049 Value ($000) $689 Avg Close — Range —
Q1 2023
Shares 19,093 Value ($000) $652 Avg Close — Range —
Q4 2022
Shares 18,253 Value ($000) $602 Avg Close — Range —
Q3 2022
Shares 17,219 Value ($000) $534 Avg Close — Range —
Q2 2022
Shares 19,206 Value ($000) $668 Avg Close — Range —
Q1 2022
Shares 17,933 Value ($000) $693 Avg Close — Range —
Q4 2021
Shares 18,093 Value ($000) $751 Avg Close — Range —
Q3 2021
Shares 15,137 Value ($000) $644 Avg Close — Range —
Q2 2021
Shares 13,559 Value ($000) $617 Avg Close — Range —
Q1 2021
Shares 11,343 Value ($000) $497 Avg Close — Range —
Q4 2020
Shares 10,594 Value ($000) $447 Avg Close — Range —
Q3 2020
Shares 7,603 Value ($000) $278 Avg Close — Range —