VANGUARD WORLD FD

Ticker: MGK CUSIP: 921910816 Class: MEGA GRWTH IND

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

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

Q4 2025
Shares 37,649 Value ($000) $15,540 Avg Close — Range —
Q3 2025
Shares 38,219 Value ($000) $15,380 Avg Close — Range —
Q2 2025
Shares 41,688 Value ($000) $15,265 Avg Close — Range —
Q4 2024
Shares 2,041 Value ($000) $701 Avg Close — Range —
Q3 2024
Shares 2,037 Value ($000) $656 Avg Close — Range —
Q2 2024
Shares 2,209 Value ($000) $694 Avg Close — Range —
Q1 2024
Shares 2,161 Value ($000) $619 Avg Close — Range —
Q4 2023
Shares 2,805 Value ($000) $728 Avg Close — Range —
Q3 2023
Shares 2,784 Value ($000) $632 Avg Close — Range —
Q2 2023
Shares 2,785 Value ($000) $655 Avg Close — Range —
Q1 2023
Shares 2,782 Value ($000) $569 Avg Close — Range —
Q4 2022
Shares 2,627 Value ($000) $452 Avg Close — Range —
Q3 2022
Shares 1,925 Value ($000) $336 Avg Close — Range —
Q2 2022
Shares 1,841 Value ($000) $334 Avg Close — Range —