SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 465 Value ($000) $280 Avg Close — Range —
Q3 2025
Shares 465 Value ($000) $277 Avg Close — Range —
Q2 2025
Shares 465 Value ($000) $263 Avg Close — Range —
Q1 2025
Shares 464 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 464 Value ($000) $264 Avg Close — Range —
Q3 2024
Shares 464 Value ($000) $264 Avg Close — Range —
Q2 2024
Shares 413 Value ($000) $221 Avg Close — Range —
Q1 2024
Shares 405 Value ($000) $225 Avg Close — Range —