ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 2,967 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 4,229 Value ($000) $467 Avg Close — Range —
Q2 2025
Shares 8,502 Value ($000) $939 Avg Close — Range —
Q1 2025
Shares 8,738 Value ($000) $965 Avg Close — Range —
Q4 2024
Shares 9,798 Value ($000) $1,079 Avg Close — Range —
Q3 2024
Shares 6,657 Value ($000) $736 Avg Close — Range —
Q2 2024
Shares 7,077 Value ($000) $782 Avg Close — Range —
Q1 2024
Shares 7,104 Value ($000) $785 Avg Close — Range —
Q4 2023
Shares 6,458 Value ($000) $711 Avg Close — Range —
Q3 2023
Shares 5,836 Value ($000) $645 Avg Close — Range —