ISHARES TR

Ticker: AOK CUSIP: 464289883 Class: CONSER ALLOC ETF

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

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

Q4 2025
Shares 863 Value ($000) $35 Avg Close — Range —
Q3 2025
Shares 814 Value ($000) $33 Avg Close — Range —