VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 15,994 Value ($000) $10,031 Avg Close — Range —
Q3 2025
Shares 15,793 Value ($000) $9,671 Avg Close — Range —
Q2 2025
Shares 10,483 Value ($000) $5,954 Avg Close — Range —
Q1 2025
Shares 11,433 Value ($000) $5,876 Avg Close — Range —
Q4 2024
Shares 8,278 Value ($000) $4,460 Avg Close — Range —
Q3 2024
Shares 7,051 Value ($000) $3,721 Avg Close — Range —
Q2 2024
Shares 6,638 Value ($000) $3,320 Avg Close — Range —
Q1 2024
Shares 8,134 Value ($000) $3,910 Avg Close — Range —
Q4 2023
Shares 1,683 Value ($000) $735 Avg Close — Range —
Q3 2023
Shares 1,213 Value ($000) $476 Avg Close — Range —
Q2 2023
Shares 1,206 Value ($000) $491 Avg Close — Range —
Q1 2023
Shares 1,566 Value ($000) $589 Avg Close — Range —