ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 485 Value ($000) $188 Avg Close — Range —
Q3 2025
Shares 957 Value ($000) $363 Avg Close — Range —