SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

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

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

Q2 2025
Shares 1,387 Value ($000) $611 Avg Close — Range —
Q1 2025
Shares 1,387 Value ($000) $582 Avg Close — Range —
Q4 2024
Shares 1,387 Value ($000) $590 Avg Close — Range —
Q3 2024
Shares 1,294 Value ($000) $548 Avg Close — Range —
Q2 2024
Shares 1,294 Value ($000) $506 Avg Close — Range —
Q1 2024
Shares 1,294 Value ($000) $515 Avg Close — Range —
Q2 2022
Shares 1,470 Value ($000) $453 Avg Close — Range —
Q1 2022
Shares 1,762 Value ($000) $612 Avg Close — Range —
Q4 2021
Shares 1,508 Value ($000) $548 Avg Close — Range —
Q3 2021
Shares 1,212 Value ($000) $410 Avg Close — Range —
Q2 2021
Shares 1,242 Value ($000) $428 Avg Close — Range —