VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 1,293 Value ($000) $361 Avg Close — Range —
Q3 2025
Shares 1,259 Value ($000) $370 Avg Close — Range —
Q2 2025
Shares 1,077 Value ($000) $306 Avg Close — Range —
Q1 2025
Shares 1,048 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 1,042 Value ($000) $264 Avg Close — Range —
Q3 2024
Shares 1,116 Value ($000) $272 Avg Close — Range —
Q2 2024
Shares 1,134 Value ($000) $260 Avg Close — Range —
Q1 2024
Shares 1,131 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 1,340 Value ($000) $295 Avg Close — Range —
Q3 2023
Shares 1,753 Value ($000) $341 Avg Close — Range —
Q2 2023
Shares 2,588 Value ($000) $533 Avg Close — Range —
Q1 2023
Shares 4,320 Value ($000) $842 Avg Close — Range —
Q4 2022
Shares 4,395 Value ($000) $790 Avg Close — Range —
Q3 2022
Shares 3,947 Value ($000) $673 Avg Close — Range —
Q2 2022
Shares 4,109 Value ($000) $721 Avg Close — Range —
Q1 2022
Shares 4,029 Value ($000) $898 Avg Close — Range —
Q4 2021
Shares 3,892 Value ($000) $991 Avg Close — Range —
Q3 2021
Shares 3,468 Value ($000) $820 Avg Close — Range —
Q2 2021
Shares 3,519 Value ($000) $832 Avg Close — Range —
Q1 2021
Shares 2,824 Value ($000) $606 Avg Close — Range —
Q4 2020
Shares 2,555 Value ($000) $542 Avg Close — Range —