ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 26,886 Value ($000) $2,605 Avg Close — Range —
Q3 2025
Shares 25,197 Value ($000) $2,416 Avg Close — Range —
Q2 2025
Shares 23,881 Value ($000) $2,173 Avg Close — Range —
Q1 2025
Shares 15,835 Value ($000) $1,319 Avg Close — Range —
Q4 2024
Shares 15,534 Value ($000) $1,412 Avg Close — Range —
Q3 2024
Shares 12,952 Value ($000) $1,191 Avg Close — Range —
Q2 2024
Shares 12,674 Value ($000) $1,117 Avg Close — Range —
Q1 2024
Shares 13,155 Value ($000) $1,200 Avg Close — Range —