VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 21,372 Value ($000) $13,403 Avg Close — Range —
Q3 2025
Shares 22,469 Value ($000) $13,759 Avg Close — Range —
Q2 2025
Shares 21,780 Value ($000) $12,371 Avg Close — Range —
Q1 2025
Shares 20,525 Value ($000) $10,548 Avg Close — Range —
Q4 2024
Shares 19,058 Value ($000) $10,269 Avg Close — Range —
Q3 2024
Shares 18,654 Value ($000) $9,844 Avg Close — Range —
Q2 2024
Shares 17,832 Value ($000) $8,919 Avg Close — Range —
Q1 2024
Shares 18,648 Value ($000) $8,965 Avg Close — Range —
Q4 2023
Shares 18,835 Value ($000) $8,229 Avg Close — Range —
Q3 2023
Shares 18,036 Value ($000) $7,083 Avg Close — Range —
Q2 2023
Shares 19,090 Value ($000) $7,775 Avg Close — Range —
Q1 2023
Shares 17,016 Value ($000) $6,399 Avg Close — Range —
Q4 2022
Shares 15,475 Value ($000) $5,437 Avg Close — Range —
Q3 2022
Shares 31,074 Value ($000) $10,202 Avg Close — Range —
Q2 2022
Shares 32,575 Value ($000) $11,300 Avg Close — Range —
Q1 2022
Shares 32,957 Value ($000) $13,683 Avg Close — Range —
Q4 2021
Shares 31,431 Value ($000) $13,722 Avg Close — Range —
Q3 2021
Shares 31,529 Value ($000) $12,436 Avg Close — Range —
Q2 2021
Shares 31,245 Value ($000) $12,295 Avg Close — Range —
Q1 2021
Shares 30,631 Value ($000) $11,160 Avg Close — Range —
Q4 2020
Shares 26,845 Value ($000) $9,227 Avg Close — Range —
Q3 2020
Shares 20,542 Value ($000) $6,319 Avg Close — Range —
Q2 2020
Shares 9,121 Value ($000) $2,585 Avg Close — Range —
Q1 2020
Shares 9,124 Value ($000) $2,161 Avg Close — Range —
Q4 2019
Shares 8,255 Value ($000) $2,436 Avg Close — Range —