ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 2,642 Value ($000) $348 Avg Close — Range —
Q3 2025
Shares 2,711 Value ($000) $352 Avg Close — Range —
Q2 2025
Shares 2,406 Value ($000) $297 Avg Close — Range —
Q1 2025
Shares 2,406 Value ($000) $288 Avg Close — Range —
Q4 2024
Shares 2,406 Value ($000) $301 Avg Close — Range —