J P MORGAN EXCHANGE TRADED F

Ticker: BBIN CUSIP: 46641Q373 Class: ETF

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

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

Q4 2025
Shares 44,638 Value ($000) $3,228 Avg Close — Range —
Q3 2025
Shares 43,071 Value ($000) $3,021 Avg Close — Range —
Q2 2025
Shares 42,575 Value ($000) $2,874 Avg Close — Range —
Q1 2025
Shares 45,599 Value ($000) $2,805 Avg Close — Range —
Q4 2024
Shares 40,935 Value ($000) $2,337 Avg Close — Range —
Q3 2024
Shares 37,549 Value ($000) $2,366 Avg Close — Range —
Q4 2022
Shares 27,168 Value ($000) $1,348 Avg Close — Range —
Q3 2022
Shares 53,055 Value ($000) $2,245 Avg Close — Range —
Q2 2022
Shares 50,785 Value ($000) $2,402 Avg Close — Range —
Q1 2022
Shares 22,984 Value ($000) $1,277 Avg Close — Range —
Q4 2021
Shares 22,628 Value ($000) $1,349 Avg Close — Range —