J P MORGAN EXCHANGE TRADED F

Ticker: BBRE CUSIP: 46641Q738 Class: BETBULD MSCI

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

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

Q4 2023
Shares 3,500 Value ($000) $313 Avg Close — Range —
Q3 2023
Shares 4,277 Value ($000) $333 Avg Close — Range —
Q2 2023
Shares 4,277 Value ($000) $361 Avg Close — Range —
Q1 2023
Shares 4,441 Value ($000) $368 Avg Close — Range —
Q4 2022
Shares 4,759 Value ($000) $388 Avg Close — Range —
Q3 2022
Shares 10,971 Value ($000) $860 Avg Close — Range —
Q2 2022
Shares 10,937 Value ($000) $961 Avg Close — Range —
Q1 2022
Shares 11,399 Value ($000) $1,213 Avg Close — Range —
Q4 2021
Shares 11,510 Value ($000) $1,278 Avg Close — Range —