SPDR SER TR

Ticker: BILS CUSIP: 78468R523 Class: ETF

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

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

Q4 2025
Shares 145,926 Value ($000) $14,479 Avg Close — Range —
Q3 2025
Shares 124,150 Value ($000) $12,355 Avg Close — Range —
Q2 2025
Shares 121,631 Value ($000) $12,094 Avg Close — Range —
Q1 2025
Shares 116,686 Value ($000) $11,609 Avg Close — Range —
Q4 2024
Shares 92,480 Value ($000) $9,169 Avg Close — Range —
Q3 2024
Shares 83,634 Value ($000) $8,328 Avg Close — Range —
Q2 2024
Shares 62,049 Value ($000) $6,166 Avg Close — Range —
Q1 2024
Shares 35,378 Value ($000) $3,517 Avg Close — Range —
Q4 2023
Shares 11,344 Value ($000) $1,124 Avg Close — Range —
Q3 2023
Shares 11,198 Value ($000) $1,113 Avg Close — Range —