SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 673 Value ($000) $104 Avg Close Range
Q3 2025
Shares 453 Value ($000) $63 Avg Close Range
Q1 2025
Shares 1,528 Value ($000) $223 Avg Close Range
Q4 2024
Shares 1,562 Value ($000) $215 Avg Close Range