ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 2,925 Value ($000) $140 Avg Close — Range —
Q3 2025
Shares 2,925 Value ($000) $139 Avg Close — Range —