VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

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

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

Q4 2025
Shares 6,422 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 6,315 Value ($000) $498 Avg Close — Range —
Q2 2025
Shares 6,679 Value ($000) $526 Avg Close — Range —
Q1 2025
Shares 7,185 Value ($000) $562 Avg Close — Range —
Q4 2024
Shares 7,434 Value ($000) $574 Avg Close — Range —
Q3 2024
Shares 9,779 Value ($000) $770 Avg Close — Range —
Q2 2024
Shares 9,399 Value ($000) $721 Avg Close — Range —
Q1 2024
Shares 9,195 Value ($000) $705 Avg Close — Range —
Q4 2023
Shares 10,623 Value ($000) $818 Avg Close — Range —
Q3 2023
Shares 12,329 Value ($000) $927 Avg Close — Range —
Q2 2023
Shares 18,333 Value ($000) $1,385 Avg Close — Range —
Q1 2023
Shares 14,929 Value ($000) $1,142 Avg Close — Range —
Q4 2022
Shares 11,067 Value ($000) $833 Avg Close — Range —
Q3 2022
Shares 10,382 Value ($000) $777 Avg Close — Range —
Q2 2022
Shares 9,869 Value ($000) $758 Avg Close — Range —
Q1 2022
Shares 16,156 Value ($000) $1,259 Avg Close — Range —