SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

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

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

Q4 2025
Shares 1,049 Value ($000) $91 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 980 Value ($000) $93 Avg Close $92.22 Range $88.94 - $94.90