SPDR SER TR

Ticker: KRE CUSIP: 78464A698 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 10,384 Value ($000) $673 Avg Close — Range —
Q3 2025
Shares 11,329 Value ($000) $717 Avg Close — Range —
Q2 2025
Shares 11,272 Value ($000) $669 Avg Close — Range —
Q1 2025
Shares 8,996 Value ($000) $511 Avg Close — Range —
Q4 2024
Shares 10,822 Value ($000) $653 Avg Close — Range —