ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 11,984 Value ($000) $1,037 Avg Close — Range —
Q3 2025
Shares 9,190 Value ($000) $821 Avg Close — Range —
Q2 2025
Shares 8,240 Value ($000) $707 Avg Close — Range —
Q1 2025
Shares 7,251 Value ($000) $673 Avg Close — Range —
Q4 2024
Shares 7,301 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 6,699 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 7,274 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 6,644 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 6,192 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 4,868 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 4,477 Value ($000) $0 Avg Close — Range —