J P MORGAN EXCHANGE TRADED F

Ticker: HELO CUSIP: 46654Q724 Class: HEDGED EQUITY LA

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

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

Q4 2025
Shares 1,200 Value ($000) $80 Avg Close — Range —
Q3 2025
Shares 1,200 Value ($000) $78 Avg Close — Range —