ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 557 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 533 Value ($000) $195 Avg Close — Range —