VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

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

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

Q4 2025
Shares 21,316 Value ($000) $1,886 Avg Close — Range —
Q3 2025
Shares 16,456 Value ($000) $1,504 Avg Close — Range —
Q2 2025
Shares 9,761 Value ($000) $869 Avg Close — Range —
Q1 2025
Shares 15,362 Value ($000) $1,391 Avg Close — Range —
Q4 2024
Shares 19,612 Value ($000) $1,747 Avg Close — Range —
Q3 2024
Shares 13,449 Value ($000) $1,310 Avg Close — Range —
Q2 2024
Shares 8,077 Value ($000) $677 Avg Close — Range —
Q1 2024
Shares 6,588 Value ($000) $570 Avg Close — Range —
Q4 2023
Shares 6,571 Value ($000) $581 Avg Close — Range —
Q3 2023
Shares 6,738 Value ($000) $510 Avg Close — Range —
Q2 2023
Shares 6,292 Value ($000) $526 Avg Close — Range —
Q1 2023
Shares 13,637 Value ($000) $1,132 Avg Close — Range —