ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2025
Shares 548 Value ($000) $31 Avg Close — Range —
Q3 2025
Shares 491 Value ($000) $29 Avg Close — Range —