ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 76 Value ($000) $13 Avg Close — Range —
Q3 2025
Shares 88 Value ($000) $14 Avg Close — Range —