ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 5,588 Value ($000) $500 Avg Close — Range —
Q3 2025
Shares 5,572 Value ($000) $491 Avg Close — Range —
Q2 2025
Shares 5,572 Value ($000) $465 Avg Close — Range —
Q1 2025
Shares 4,272 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 4,239 Value ($000) $325 Avg Close — Range —
Q3 2024
Shares 4,708 Value ($000) $372 Avg Close — Range —