ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

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

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

Q4 2025

Shares 6,608 Value ($000) $387 Avg Close $54.46 Range $46.19 - $60.77

Q3 2025

Shares 6,568 Value ($000) $372 Avg Close $55.64 Range $50.66 - $59.40

Q2 2025

Shares 9,092 Value ($000) $472 Avg Close $46.91 Range $39.32 - $52.32

Q1 2025

Shares 5,254 Value ($000) $262 Avg Close $53.85 Range $46.19 - $59.45

Q4 2024

Shares 5,245 Value ($000) $285 Avg Close $54.79 Range $44.96 - $63.22

Q1 2024

Shares 4,714 Value ($000) $205 Avg Close $41.24 Range $37.76 - $45.33

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,608	$387	$54.46	$46.19 - $60.77
Q3 2025	6,568	$372	$55.64	$50.66 - $59.40
Q2 2025	9,092	$472	$46.91	$39.32 - $52.32
Q1 2025	5,254	$262	$53.85	$46.19 - $59.45
Q4 2024	5,245	$285	$54.79	$44.96 - $63.22
Q1 2024	4,714	$205	$41.24	$37.76 - $45.33