ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 6,317 Value ($000) $759 Avg Close — Range —
Q3 2025
Shares 6,291 Value ($000) $748 Avg Close — Range —
Q2 2025
Shares 6,269 Value ($000) $685 Avg Close — Range —
Q1 2025
Shares 5,265 Value ($000) $551 Avg Close — Range —
Q4 2024
Shares 5,780 Value ($000) $666 Avg Close — Range —
Q3 2024
Shares 28,452 Value ($000) $3,328 Avg Close — Range —
Q2 2024
Shares 31,544 Value ($000) $3,365 Avg Close — Range —
Q1 2024
Shares 32,671 Value ($000) $3,611 Avg Close — Range —
Q4 2023
Shares 35,571 Value ($000) $3,851 Avg Close — Range —
Q3 2023
Shares 34,120 Value ($000) $3,219 Avg Close — Range —
Q2 2023
Shares 32,433 Value ($000) $3,232 Avg Close — Range —
Q1 2023
Shares 30,680 Value ($000) $2,967 Avg Close — Range —
Q4 2022
Shares 30,584 Value ($000) $2,894 Avg Close — Range —
Q3 2022
Shares 30,426 Value ($000) $2,653 Avg Close — Range —
Q2 2022
Shares 30,040 Value ($000) $2,776 Avg Close — Range —
Q1 2022
Shares 28,452 Value ($000) $3,069 Avg Close — Range —
Q4 2021
Shares 27,152 Value ($000) $3,109 Avg Close — Range —