SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 33,021 Value ($000) $1,410 Avg Close — Range —
Q3 2025
Shares 13,180 Value ($000) $1,149 Avg Close — Range —
Q2 2025
Shares 9,981 Value ($000) $815 Avg Close — Range —
Q1 2025
Shares 7,191 Value ($000) $567 Avg Close — Range —
Q4 2024
Shares 7,030 Value ($000) $532 Avg Close — Range —
Q3 2024
Shares 6,481 Value ($000) $524 Avg Close — Range —
Q1 2022
Shares 4,240 Value ($000) $316 Avg Close — Range —
Q4 2021
Shares 4,240 Value ($000) $304 Avg Close — Range —
Q3 2021
Shares 4,240 Value ($000) $271 Avg Close — Range —
Q2 2021
Shares 4,258 Value ($000) $269 Avg Close — Range —
Q1 2021
Shares 4,258 Value ($000) $273 Avg Close — Range —
Q4 2020
Shares 4,258 Value ($000) $267 Avg Close — Range —
Q3 2020
Shares 4,258 Value ($000) $253 Avg Close — Range —