VERTEX INC

Ticker: VERX CUSIP: 92538J106 Class: Common Stock

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

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

Q4 2025
Shares 16 Value ($000) $0 Avg Close $21.63 Range $18.54 - $26.54
Q3 2025
Shares 43 Value ($000) $1 Avg Close $28.97 Range $23.13 - $36.75