SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

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

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

Q4 2025
Shares 16,581 Value ($000) $814 Avg Close — Range —
Q3 2025
Shares 16,760 Value ($000) $794 Avg Close — Range —
Q2 2025
Shares 16,916 Value ($000) $724 Avg Close — Range —
Q1 2025
Shares 16,839 Value ($000) $617 Avg Close — Range —
Q4 2024
Shares 17,272 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 19,391 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 20,363 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 34,453 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 33,317 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 24,287 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 16,030 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 135,082 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 134,383 Value ($000) $4 Avg Close — Range —