INVESCO EXCHANGE TRADED FD T

Ticker: RZG CUSIP: 46137V175 Class: S&P SML600 GWT

Horizon Family Wealth, Inc.'s Holding History (CIK: 0001910660)

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

Q4 2025
Shares 72,604 Value ($000) $3,948 Avg Close — Range —
Q3 2025
Shares 23,036 Value ($000) $1,255 Avg Close — Range —
Q2 2025
Shares 21,767 Value ($000) $1,101 Avg Close — Range —
Q1 2025
Shares 29,663 Value ($000) $1,387 Avg Close — Range —
Q4 2024
Shares 29,328 Value ($000) $1,453 Avg Close — Range —