HARBOR ETF TRUST

Ticker: WINN CUSIP: 41151J406 Class: LONG TERM GROWER

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 18,628 Value ($000) $579 Avg Close — Range —
Q3 2025
Shares 18,628 Value ($000) $580 Avg Close — Range —
Q2 2025
Shares 18,628 Value ($000) $543 Avg Close — Range —
Q1 2025
Shares 16,030 Value ($000) $393 Avg Close — Range —
Q4 2024
Shares 16,030 Value ($000) $436 Avg Close — Range —
Q3 2024
Shares 16,030 Value ($000) $411 Avg Close — Range —
Q2 2024
Shares 16,030 Value ($000) $405 Avg Close — Range —
Q1 2024
Shares 16,030 Value ($000) $376 Avg Close — Range —
Q4 2023
Shares 16,030 Value ($000) $325 Avg Close — Range —
Q3 2023
Shares 16,030 Value ($000) $286 Avg Close — Range —