VANGUARD CALIF TAX FREE FDS

Ticker: VTEC CUSIP: 922021605 Class: TAX EXEMPT BD FD

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

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

Q4 2025
Shares 25,351 Value ($000) $2,542 Avg Close — Range —
Q3 2025
Shares 22,085 Value ($000) $2,203 Avg Close — Range —
Q2 2025
Shares 12,418 Value ($000) $1,212 Avg Close — Range —
Q1 2025
Shares 8,482 Value ($000) $835 Avg Close — Range —
Q4 2024
Shares 6,002 Value ($000) $597 Avg Close — Range —
Q3 2024
Shares 6,000 Value ($000) $608 Avg Close — Range —