VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 156,581 Value ($000) $29,905 Avg Close — Range —
Q3 2025
Shares 157,785 Value ($000) $29,425 Avg Close — Range —
Q2 2025
Shares 155,835 Value ($000) $27,542 Avg Close — Range —
Q1 2025
Shares 72,585 Value ($000) $12,538 Avg Close — Range —
Q4 2024
Shares 74,230 Value ($000) $12,567 Avg Close — Range —
Q3 2024
Shares 74,895 Value ($000) $13,075 Avg Close — Range —
Q2 2024
Shares 77,285 Value ($000) $12,397 Avg Close — Range —
Q1 2024
Shares 75,807 Value ($000) $12,346 Avg Close — Range —
Q4 2023
Shares 75,781 Value ($000) $11,329 Avg Close — Range —
Q3 2023
Shares 75,264 Value ($000) $10,381 Avg Close — Range —
Q2 2023
Shares 75,065 Value ($000) $10,667 Avg Close — Range —
Q1 2023
Shares 75,917 Value ($000) $10,485 Avg Close — Range —
Q4 2022
Shares 73,785 Value ($000) $10,357 Avg Close — Range —
Q3 2022
Shares 71,455 Value ($000) $8,823 Avg Close — Range —
Q2 2022
Shares 70,911 Value ($000) $9,352 Avg Close — Range —
Q1 2022
Shares 69,755 Value ($000) $10,308 Avg Close — Range —
Q4 2021
Shares 4,904 Value ($000) $721 Avg Close — Range —
Q3 2021
Shares 5,274 Value ($000) $714 Avg Close — Range —
Q2 2021
Shares 9,883 Value ($000) $1,359 Avg Close — Range —
Q1 2021
Shares 4,781 Value ($000) $629 Avg Close — Range —
Q4 2020
Shares 2,208 Value ($000) $263 Avg Close — Range —
Q3 2020
Shares 2,018 Value ($000) $211 Avg Close — Range —