ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

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

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

Q4 2025
Shares 681 Value ($000) $93 Avg Close — Range —
Q3 2025
Shares 461 Value ($000) $58 Avg Close — Range —