SPDR SER TR

Ticker: SHM CUSIP: 78468R739 Class: NUVEEN ICE SHORT

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

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

Q4 2025
Shares 44,073 Value ($000) $2,115 Avg Close — Range —
Q3 2025
Shares 46,305 Value ($000) $2,233 Avg Close — Range —
Q2 2025
Shares 45,451 Value ($000) $2,174 Avg Close — Range —
Q1 2025
Shares 77,203 Value ($000) $3,675 Avg Close — Range —
Q4 2024
Shares 49,318 Value ($000) $2,337 Avg Close — Range —
Q3 2024
Shares 46,496 Value ($000) $2,238 Avg Close — Range —
Q2 2024
Shares 45,540 Value ($000) $2,149 Avg Close — Range —
Q1 2024
Shares 17,904 Value ($000) $849 Avg Close — Range —