ISHARES TR

Ticker: HYG CUSIP: 464288513 Class: IBOXX HI YD ETF

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 9,707 Value ($000) $783 Avg Close — Range —
Q3 2025
Shares 7,765 Value ($000) $628 Avg Close — Range —
Q2 2025
Shares 7,050 Value ($000) $564 Avg Close — Range —
Q1 2025
Shares 6,367 Value ($000) $489 Avg Close — Range —
Q4 2024
Shares 5,678 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,279 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,329 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 5,456 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 5,185 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 4,776 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,253 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4,122 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,708 Value ($000) $0 Avg Close — Range —