ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 3,341 Value ($000) $822 Avg Close — Range —
Q3 2025
Shares 3,076 Value ($000) $744 Avg Close — Range —
Q2 2025
Shares 1,964 Value ($000) $424 Avg Close — Range —
Q1 2025
Shares 1,777 Value ($000) $354 Avg Close — Range —
Q4 2024
Shares 1,632 Value ($000) $361 Avg Close — Range —
Q3 2024
Shares 1,126 Value ($000) $249 Avg Close — Range —