ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 49,259 Value ($000) $2,106 Avg Close — Range —
Q3 2025
Shares 48,096 Value ($000) $2,072 Avg Close — Range —
Q2 2025
Shares 44,815 Value ($000) $1,918 Avg Close — Range —
Q1 2025
Shares 39,066 Value ($000) $1,611 Avg Close — Range —
Q4 2024
Shares 36,191 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 33,087 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 63,166 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 58,109 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 56,494 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 47,146 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 81,759 Value ($000) $3 Avg Close — Range —