ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 3,632 Value ($000) $541 Avg Close — Range —
Q3 2025
Shares 3,632 Value ($000) $529 Avg Close — Range —
Q2 2025
Shares 3,580 Value ($000) $484 Avg Close — Range —
Q1 2025
Shares 3,775 Value ($000) $460 Avg Close — Range —
Q4 2024
Shares 4,049 Value ($000) $522 Avg Close — Range —
Q3 2024
Shares 4,154 Value ($000) $524 Avg Close — Range —
Q2 2024
Shares 4,238 Value ($000) $506 Avg Close — Range —
Q1 2024
Shares 4,573 Value ($000) $526 Avg Close — Range —
Q4 2023
Shares 4,867 Value ($000) $511 Avg Close — Range —
Q3 2023
Shares 4,601 Value ($000) $432 Avg Close — Range —
Q2 2023
Shares 4,601 Value ($000) $448 Avg Close — Range —
Q1 2023
Shares 4,712 Value ($000) $426 Avg Close — Range —