ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

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

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

Q4 2025
Shares 1,153 Value ($000) $127 Avg Close — Range —
Q3 2025
Shares 1,136 Value ($000) $127 Avg Close — Range —
Q4 2024
Shares 12,193 Value ($000) $1,303 Avg Close — Range —
Q3 2024
Shares 2,673 Value ($000) $302 Avg Close — Range —
Q2 2024
Shares 2,055 Value ($000) $220 Avg Close — Range —
Q1 2024
Shares 1,978 Value ($000) $215 Avg Close — Range —