ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 156 Value ($000) $20 Avg Close — Range —
Q3 2025
Shares 156 Value ($000) $20 Avg Close — Range —