ISHARES TR

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

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

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

Q4 2025
Shares 13,945 Value ($000) $598 Avg Close Range
Q3 2025
Shares 14,121 Value ($000) $611 Avg Close Range
Q2 2025
Shares 13,721 Value ($000) $592 Avg Close Range
Q1 2025
Shares 13,721 Value ($000) $583 Avg Close Range
Q4 2024
Shares 13,721 Value ($000) $585 Avg Close Range