ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 29,743 Value ($000) $3,174 Avg Close — Range —
Q3 2025
Shares 22,916 Value ($000) $2,447 Avg Close — Range —
Q2 2025
Shares 6,004 Value ($000) $638 Avg Close — Range —
Q1 2025
Shares 3,539 Value ($000) $374 Avg Close — Range —
Q4 2024
Shares 3,829 Value ($000) $404 Avg Close — Range —
Q3 2024
Shares 3,952 Value ($000) $420 Avg Close — Range —