ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 15,153 Value ($000) $1,364 Avg Close — Range —
Q3 2025
Shares 16,467 Value ($000) $1,382 Avg Close — Range —
Q2 2025
Shares 180,932 Value ($000) $13,979 Avg Close — Range —
Q1 2025
Shares 180,039 Value ($000) $11,623 Avg Close — Range —
Q4 2024
Shares 184,657 Value ($000) $12 Avg Close — Range —
Q3 2024
Shares 178,227 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 180,308 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 160,707 Value ($000) $11 Avg Close — Range —
Q4 2023
Shares 158,910 Value ($000) $10 Avg Close — Range —
Q3 2023
Shares 143,665 Value ($000) $9 Avg Close — Range —
Q2 2023
Shares 139,272 Value ($000) $9 Avg Close — Range —
Q1 2023
Shares 8,046 Value ($000) $1 Avg Close — Range —