UBS GROUP AG

Ticker: UBS CUSIP: H42097107 Class: Com

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

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

Q4 2025
Shares 16,187 Value ($000) $750 Avg Close $40.40 Range $36.44 - $47.30
Q3 2025
Shares 15,384 Value ($000) $631 Avg Close $38.84 Range $33.48 - $42.56