ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 83,960 Value ($000) $8,428 Avg Close — Range —
Q3 2025
Shares 68,324 Value ($000) $6,880 Avg Close — Range —
Q2 2025
Shares 29,832 Value ($000) $3,004 Avg Close — Range —
Q1 2025
Shares 40,295 Value ($000) $4,056 Avg Close — Range —
Q4 2024
Shares 45,460 Value ($000) $4,561 Avg Close — Range —
Q3 2024
Shares 28,970 Value ($000) $2,918 Avg Close — Range —
Q2 2024
Shares 23,003 Value ($000) $2,317 Avg Close — Range —
Q1 2024
Shares 22,348 Value ($000) $2,251 Avg Close — Range —
Q4 2023
Shares 17,033 Value ($000) $1,708 Avg Close — Range —
Q3 2023
Shares 11,498 Value ($000) $1,157 Avg Close — Range —
Q2 2023
Shares 11,710 Value ($000) $1,178 Avg Close — Range —