ISHARES GOLD TR

Ticker: IAUM CUSIP: 46436F103 Class: SHARES REPRESENT

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

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

Q4 2025
Shares 24,242 Value ($000) $1,194 Avg Close — Range —
Q3 2025
Shares 24,039 Value ($000) $931 Avg Close — Range —
Q2 2025
Shares 23,471 Value ($000) $786 Avg Close — Range —
Q1 2025
Shares 22,448 Value ($000) $680 Avg Close — Range —
Q4 2024
Shares 24,486 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 25,214 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 26,086 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 27,777 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 26,666 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 25,150 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 22,548 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 17,486 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 16,455 Value ($000) $0 Avg Close — Range —