ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Horizon Wealth Management, LLC's Holding History (CIK: 0001815123)

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

Q4 2025
Shares 1,722 Value ($000) $1,180 Avg Close — Range —
Q3 2025
Shares 1,725 Value ($000) $1,155 Avg Close — Range —
Q2 2025
Shares 70,932 Value ($000) $44,042 Avg Close — Range —
Q1 2025
Shares 1,703 Value ($000) $957 Avg Close — Range —
Q4 2024
Shares 1,702 Value ($000) $1,002 Avg Close — Range —
Q1 2022
Shares 2,045 Value ($000) $928 Avg Close — Range —