SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 40,396 Value ($000) $1,794 Avg Close — Range —
Q3 2025
Shares 44,134 Value ($000) $1,888 Avg Close — Range —
Q2 2025
Shares 44,466 Value ($000) $1,800 Avg Close — Range —
Q1 2025
Shares 39,725 Value ($000) $1,446 Avg Close — Range —
Q4 2024
Shares 47,061 Value ($000) $1,606 Avg Close — Range —
Q3 2024
Shares 42,992 Value ($000) $1,615 Avg Close — Range —
Q2 2024
Shares 43,600 Value ($000) $1,530 Avg Close — Range —
Q1 2024
Shares 44,143 Value ($000) $1,582 Avg Close — Range —
Q4 2023
Shares 46,652 Value ($000) $1,587 Avg Close — Range —
Q3 2023
Shares 50,244 Value ($000) $1,558 Avg Close — Range —
Q2 2023
Shares 51,747 Value ($000) $1,684 Avg Close — Range —
Q1 2023
Shares 51,648 Value ($000) $1,659 Avg Close — Range —
Q4 2022
Shares 41,473 Value ($000) $1,231 Avg Close — Range —
Q3 2022
Shares 32,344 Value ($000) $835 Avg Close — Range —
Q2 2022
Shares 28,323 Value ($000) $817 Avg Close — Range —
Q1 2022
Shares 26,670 Value ($000) $914 Avg Close — Range —
Q4 2021
Shares 26,757 Value ($000) $976 Avg Close — Range —
Q3 2021
Shares 17,159 Value ($000) $621 Avg Close — Range —
Q2 2021
Shares 26,631 Value ($000) $980 Avg Close — Range —
Q1 2021
Shares 26,220 Value ($000) $927 Avg Close — Range —
Q4 2020
Shares 25,262 Value ($000) $853 Avg Close — Range —
Q3 2020
Shares 26,871 Value ($000) $786 Avg Close — Range —
Q2 2020
Shares 26,121 Value ($000) $721 Avg Close — Range —