SPDR SER TR

Ticker: EFIV CUSIP: 78468R531 Class: S&P 500 ESG ETF

Horizon Wealth Management, LLC's Holding History (CIK: 0001815123)

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

Q4 2025
Shares 4,553 Value ($000) $301 Avg Close — Range —
Q3 2025
Shares 4,276 Value ($000) $272 Avg Close — Range —
Q2 2025
Shares 3,701 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 3,665 Value ($000) $207 Avg Close — Range —