ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 790 Value ($000) $97 Avg Close — Range —
Q3 2025
Shares 1,278 Value ($000) $154 Avg Close — Range —