ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 2,886 Value ($000) $869 Avg Close — Range —
Q3 2025
Shares 453 Value ($000) $123 Avg Close — Range —