VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 25,779 Value ($000) $4,923 Avg Close — Range —
Q3 2025
Shares 20,896 Value ($000) $3,897 Avg Close — Range —
Q2 2025
Shares 15,382 Value ($000) $2,719 Avg Close — Range —
Q1 2025
Shares 21,278 Value ($000) $3,677 Avg Close — Range —
Q4 2024
Shares 18,232 Value ($000) $3,087 Avg Close — Range —
Q3 2024
Shares 10,313 Value ($000) $1,800 Avg Close — Range —
Q2 2024
Shares 6,973 Value ($000) $1,118 Avg Close — Range —
Q1 2024
Shares 5,208 Value ($000) $848 Avg Close — Range —
Q4 2023
Shares 6,020 Value ($000) $900 Avg Close — Range —
Q3 2023
Shares 5,816 Value ($000) $802 Avg Close — Range —
Q2 2023
Shares 4,499 Value ($000) $639 Avg Close — Range —
Q1 2023
Shares 5,515 Value ($000) $762 Avg Close — Range —