VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 2,590 Value ($000) $868 Avg Close Range
Q3 2025
Shares 2,626 Value ($000) $862 Avg Close Range
Q2 2025
Shares 5,129 Value ($000) $1,559 Avg Close Range
Q1 2025
Shares 5,461 Value ($000) $1,501 Avg Close Range
Q4 2024
Shares 5,095 Value ($000) $1,477 Avg Close Range
Q3 2024
Shares 5,390 Value ($000) $1,527 Avg Close Range
Q2 2024
Shares 6,869 Value ($000) $1,838 Avg Close Range
Q1 2024
Shares 8,059 Value ($000) $2,095 Avg Close Range
Q4 2023
Shares 3,557 Value ($000) $844 Avg Close Range
Q3 2023
Shares 3,557 Value ($000) $756 Avg Close Range
Q2 2023
Shares 3,560 Value ($000) $784 Avg Close Range
Q1 2023
Shares 3,672 Value ($000) $749 Avg Close Range
Q4 2022
Shares 3,564 Value ($000) $681 Avg Close Range
Q3 2022
Shares 3,441 Value ($000) $618 Avg Close Range
Q2 2022
Shares 1,760 Value ($000) $332 Avg Close Range
Q1 2022
Shares 1,417 Value ($000) $323 Avg Close Range
Q4 2021
Shares 1,265 Value ($000) $305 Avg Close Range
Q3 2021
Shares 1,265 Value ($000) $281 Avg Close Range
Q2 2021
Shares 1,265 Value ($000) $282 Avg Close Range
Q1 2021
Shares 2,164 Value ($000) $447 Avg Close Range
Q4 2020
Shares 4,267 Value ($000) $831 Avg Close Range
Q3 2020
Shares 17,296 Value ($000) $2,946 Avg Close Range
Q2 2020
Shares 32,234 Value ($000) $5,046 Avg Close Range
Q1 2020
Shares 24,668 Value ($000) $3,180 Avg Close Range
Q4 2019
Shares 15,222 Value ($000) $2,484 Avg Close Range