ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 93 Value ($000) $13 Avg Close — Range —
Q3 2025
Shares 37 Value ($000) $5 Avg Close — Range —