ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

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

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

Q4 2025
Shares 3,012 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 2,086 Value ($000) $152 Avg Close — Range —