VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 31,737 Value ($000) $4,555 Avg Close Range
Q3 2025
Shares 19,978 Value ($000) $2,816 Avg Close Range
Q2 2025
Shares 22,525 Value ($000) $3,003 Avg Close Range
Q1 2025
Shares 26,363 Value ($000) $3,400 Avg Close Range
Q4 2024
Shares 31,288 Value ($000) $3,992 Avg Close Range
Q3 2024
Shares 35,245 Value ($000) $4,519 Avg Close Range
Q2 2024
Shares 36,456 Value ($000) $4,323 Avg Close Range
Q1 2024
Shares 32,208 Value ($000) $3,896 Avg Close Range
Q4 2023
Shares 36,878 Value ($000) $4,117 Avg Close Range
Q3 2023
Shares 35,864 Value ($000) $3,705 Avg Close Range
Q2 2023
Shares 36,146 Value ($000) $3,834 Avg Close Range
Q1 2023
Shares 38,721 Value ($000) $4,085 Avg Close Range
Q4 2022
Shares 39,251 Value ($000) $4,247 Avg Close Range
Q3 2022
Shares 50,637 Value ($000) $4,805 Avg Close Range
Q2 2022
Shares 48,066 Value ($000) $4,888 Avg Close Range
Q1 2022
Shares 45,506 Value ($000) $5,108 Avg Close Range
Q4 2021
Shares 47,287 Value ($000) $5,301 Avg Close Range
Q3 2021
Shares 45,243 Value ($000) $4,677 Avg Close Range
Q2 2021
Shares 43,317 Value ($000) $4,538 Avg Close Range
Q1 2021
Shares 108,114 Value ($000) $10,929 Avg Close Range
Q4 2020
Shares 16,602 Value ($000) $1,519 Avg Close Range
Q3 2020
Shares 15,116 Value ($000) $1,223 Avg Close Range
Q2 2020
Shares 14,507 Value ($000) $1,143 Avg Close Range
Q1 2020
Shares 14,696 Value ($000) $1,040 Avg Close Range
Q4 2019
Shares 14,551 Value ($000) $1,360 Avg Close Range