VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 95,865 Value ($000) $32,141 Avg Close — Range —
Q3 2025
Shares 94,729 Value ($000) $31,087 Avg Close — Range —
Q2 2025
Shares 68,643 Value ($000) $20,863 Avg Close — Range —
Q1 2025
Shares 78,358 Value ($000) $21,543 Avg Close — Range —
Q4 2024
Shares 72,492 Value ($000) $21,009 Avg Close — Range —
Q3 2024
Shares 54,126 Value ($000) $15,326 Avg Close — Range —
Q2 2024
Shares 41,465 Value ($000) $11,092 Avg Close — Range —
Q1 2024
Shares 30,709 Value ($000) $7,981 Avg Close — Range —
Q4 2023
Shares 26,008 Value ($000) $6,170 Avg Close — Range —
Q3 2023
Shares 18,983 Value ($000) $4,032 Avg Close — Range —
Q2 2023
Shares 14,401 Value ($000) $3,172 Avg Close — Range —
Q1 2023
Shares 13,172 Value ($000) $2,689 Avg Close — Range —