CALIFORNIA WTR SVC GROUP

Ticker: CWT CUSIP: 130788102 Class: EQTY

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 79 Value ($000) $3 Avg Close $45.13 Range $40.98 - $49.74
Q3 2025
Shares 70 Value ($000) $3 Avg Close $45.27 Range $43.07 - $47.17