ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 40 Value ($000) $4 Avg Close — Range —
Q3 2025
Shares 836 Value ($000) $84 Avg Close — Range —
Q1 2025
Shares 2,551 Value ($000) $252 Avg Close — Range —
Q3 2024
Shares 2,541 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 3,304 Value ($000) $321 Avg Close — Range —