ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Horizons Wealth Management's Holding History (CIK: 0001943228)

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

Q4 2025
Shares 1,237 Value ($000) $847 Avg Close — Range —
Q3 2025
Shares 1,258 Value ($000) $842 Avg Close — Range —
Q2 2025
Shares 1,312 Value ($000) $815 Avg Close — Range —
Q1 2025
Shares 1,312 Value ($000) $737 Avg Close — Range —
Q4 2024
Shares 1,215 Value ($000) $715 Avg Close — Range —
Q3 2024
Shares 1,268 Value ($000) $731 Avg Close — Range —
Q2 2024
Shares 1,287 Value ($000) $710 Avg Close — Range —
Q1 2024
Shares 1,532 Value ($000) $732 Avg Close — Range —
Q4 2023
Shares 1,532 Value ($000) $732 Avg Close — Range —
Q3 2023
Shares 1,619 Value ($000) $695 Avg Close — Range —
Q2 2023
Shares 1,629 Value ($000) $726 Avg Close — Range —
Q1 2023
Shares 1,626 Value ($000) $668 Avg Close — Range —
Q4 2022
Shares 1,473 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 1,373 Value ($000) $492 Avg Close — Range —
Q2 2022
Shares 1,373 Value ($000) $590 Avg Close — Range —