ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 1,028 Value ($000) $257 Avg Close — Range —
Q3 2025
Shares 1,060 Value ($000) $272 Avg Close — Range —