FIRST TR EXCHANGE-TRADED FD

Ticker: RDVY CUSIP: 33738R506 Class: RISNG DIVD ACHIV

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

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

Q4 2025
Shares 17,950 Value ($000) $1,247 Avg Close Range
Q3 2025
Shares 24,289 Value ($000) $1,634 Avg Close Range
Q2 2025
Shares 21,051 Value ($000) $1,321 Avg Close Range
Q1 2025
Shares 23,007 Value ($000) $1,347 Avg Close Range
Q4 2024
Shares 26,603 Value ($000) $1,573 Avg Close Range
Q3 2024
Shares 29,016 Value ($000) $1,718 Avg Close Range
Q2 2024
Shares 30,402 Value ($000) $1,665 Avg Close Range
Q1 2024
Shares 30,240 Value ($000) $1,699 Avg Close Range
Q4 2023
Shares 30,059 Value ($000) $1,553 Avg Close Range
Q3 2023
Shares 29,139 Value ($000) $1,339 Avg Close Range
Q2 2023
Shares 28,650 Value ($000) $1,349 Avg Close Range
Q1 2023
Shares 30,296 Value ($000) $1,359 Avg Close Range