ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 27,403 Value ($000) $2,188 Avg Close — Range —
Q3 2025
Shares 3,852 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 3,845 Value ($000) $308 Avg Close — Range —
Q1 2025
Shares 3,838 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 4,901 Value ($000) $370 Avg Close — Range —
Q3 2024
Shares 3,824 Value ($000) $279 Avg Close — Range —
Q2 2024
Shares 3,814 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 3,810 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 24,706 Value ($000) $1,592 Avg Close — Range —
Q3 2023
Shares 21,622 Value ($000) $1,235 Avg Close — Range —