ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 300 Value ($000) $42 Avg Close — Range —
Q3 2025
Shares 300 Value ($000) $41 Avg Close — Range —