ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

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

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

Q4 2025
Shares 39,210 Value ($000) $1,911 Avg Close — Range —
Q3 2025
Shares 38,239 Value ($000) $1,868 Avg Close — Range —
Q2 2025
Shares 37,499 Value ($000) $1,824 Avg Close — Range —
Q1 2025
Shares 38,014 Value ($000) $1,838 Avg Close — Range —
Q4 2024
Shares 38,047 Value ($000) $1,817 Avg Close — Range —
Q3 2024
Shares 33,405 Value ($000) $1,626 Avg Close — Range —
Q2 2024
Shares 32,725 Value ($000) $1,550 Avg Close — Range —
Q1 2024
Shares 32,418 Value ($000) $1,538 Avg Close — Range —
Q4 2023
Shares 32,211 Value ($000) $1,532 Avg Close — Range —