ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 5,322 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 5,485 Value ($000) $510 Avg Close — Range —
Q2 2025
Shares 5,272 Value ($000) $470 Avg Close — Range —
Q1 2025
Shares 3,635 Value ($000) $297 Avg Close — Range —
Q4 2024
Shares 3,757 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 3,757 Value ($000) $316 Avg Close — Range —
Q2 2024
Shares 3,757 Value ($000) $296 Avg Close — Range —
Q1 2024
Shares 3,912 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 3,912 Value ($000) $296 Avg Close — Range —
Q3 2023
Shares 3,418 Value ($000) $236 Avg Close — Range —
Q2 2023
Shares 3,418 Value ($000) $249 Avg Close — Range —
Q1 2023
Shares 3,581 Value ($000) $257 Avg Close — Range —