SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 59,602 Value ($000) $1,635 Avg Close — Range —
Q3 2025
Shares 71,056 Value ($000) $1,940 Avg Close — Range —
Q2 2025
Shares 49,405 Value ($000) $1,309 Avg Close — Range —
Q1 2025
Shares 53,026 Value ($000) $1,483 Avg Close — Range —
Q4 2024
Shares 40,059 Value ($000) $1,094 Avg Close — Range —
Q3 2024
Shares 2,592 Value ($000) $219 Avg Close — Range —
Q2 2024
Shares 2,780 Value ($000) $216 Avg Close — Range —