SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 5,447 Value ($000) $784 Avg Close — Range —
Q3 2025
Shares 2,792 Value ($000) $787 Avg Close — Range —
Q2 2025
Shares 2,404 Value ($000) $609 Avg Close — Range —
Q1 2025
Shares 1,706 Value ($000) $352 Avg Close — Range —
Q4 2024
Shares 2,426 Value ($000) $564 Avg Close — Range —
Q3 2024
Shares 1,108 Value ($000) $250 Avg Close — Range —
Q1 2024
Shares 1,439 Value ($000) $300 Avg Close — Range —