ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2024
Shares 1,524 Value ($000) $291 Avg Close — Range —
Q3 2024
Shares 1,526 Value ($000) $301 Avg Close — Range —
Q2 2024
Shares 1,517 Value ($000) $276 Avg Close — Range —
Q1 2024
Shares 1,510 Value ($000) $282 Avg Close — Range —
Q4 2023
Shares 1,503 Value ($000) $261 Avg Close — Range —