SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 14,767 Value ($000) $2,286 Avg Close — Range —
Q3 2025
Shares 10,680 Value ($000) $1,486 Avg Close — Range —
Q2 2025
Shares 10,751 Value ($000) $1,449 Avg Close — Range —
Q1 2025
Shares 7,376 Value ($000) $1,077 Avg Close — Range —
Q4 2024
Shares 6,148 Value ($000) $846 Avg Close — Range —
Q3 2024
Shares 6,465 Value ($000) $996 Avg Close — Range —
Q2 2024
Shares 4,049 Value ($000) $590 Avg Close — Range —
Q1 2024
Shares 3,216 Value ($000) $475 Avg Close — Range —