ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 2,039 Value ($000) $303 Avg Close — Range —
Q3 2025
Shares 2,337 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 1,912 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 2,253 Value ($000) $278 Avg Close — Range —
Q4 2024
Shares 2,835 Value ($000) $365 Avg Close — Range —
Q3 2024
Shares 1,786 Value ($000) $224 Avg Close — Range —