SPDR SER TR

Ticker: TFI CUSIP: 78468R721 Class: NUVEEN ICE MUNIC

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

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

Q4 2025
Shares 2,919 Value ($000) $133 Avg Close — Range —
Q3 2025
Shares 2,958 Value ($000) $135 Avg Close — Range —