VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 19,980 Value ($000) $9,747 Avg Close Range
Q3 2025
Shares 20,005 Value ($000) $9,595 Avg Close Range
Q2 2025
Shares 20,546 Value ($000) $9,007 Avg Close Range
Q1 2025
Shares 20,682 Value ($000) $7,669 Avg Close Range
Q4 2024
Shares 22,601 Value ($000) $9,276 Avg Close Range
Q3 2024
Shares 23,069 Value ($000) $8,857 Avg Close Range
Q2 2024
Shares 22,847 Value ($000) $8,545 Avg Close Range
Q1 2024
Shares 23,435 Value ($000) $8,066 Avg Close Range
Q4 2023
Shares 23,851 Value ($000) $7,415 Avg Close Range
Q3 2023
Shares 23,891 Value ($000) $6,506 Avg Close Range
Q2 2023
Shares 23,689 Value ($000) $6,703 Avg Close Range
Q1 2023
Shares 22,684 Value ($000) $5,658 Avg Close Range
Q4 2022
Shares 23,044 Value ($000) $4,911 Avg Close Range
Q3 2022
Shares 22,401 Value ($000) $4,793 Avg Close Range
Q2 2022
Shares 23,632 Value ($000) $5,267 Avg Close Range
Q1 2022
Shares 23,727 Value ($000) $6,824 Avg Close Range