ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,616 Value ($000) $1,792 Avg Close — Range —
Q3 2025
Shares 2,146 Value ($000) $1,436 Avg Close — Range —
Q2 2025
Shares 2,134 Value ($000) $1,325 Avg Close — Range —
Q1 2025
Shares 1,998 Value ($000) $1,123 Avg Close — Range —
Q4 2024
Shares 1,529 Value ($000) $900 Avg Close — Range —
Q3 2024
Shares 1,491 Value ($000) $860 Avg Close — Range —
Q2 2024
Shares 898 Value ($000) $491 Avg Close — Range —
Q1 2024
Shares 565 Value ($000) $297 Avg Close — Range —
Q4 2023
Shares 564 Value ($000) $269 Avg Close — Range —