SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 6,550 Value ($000) $1,014 Avg Close — Range —
Q3 2025
Shares 3,710 Value ($000) $516 Avg Close — Range —
Q2 2025
Shares 3,695 Value ($000) $498 Avg Close — Range —
Q1 2025
Shares 3,908 Value ($000) $571 Avg Close — Range —
Q4 2024
Shares 4,506 Value ($000) $620 Avg Close — Range —
Q3 2024
Shares 4,797 Value ($000) $739 Avg Close — Range —
Q2 2024
Shares 5,222 Value ($000) $761 Avg Close — Range —
Q1 2024
Shares 5,204 Value ($000) $769 Avg Close — Range —
Q4 2023
Shares 6,908 Value ($000) $942 Avg Close — Range —
Q3 2023
Shares 11,003 Value ($000) $1,417 Avg Close — Range —
Q2 2023
Shares 15,097 Value ($000) $2,004 Avg Close — Range —
Q1 2023
Shares 13,016 Value ($000) $1,685 Avg Close — Range —
Q4 2022
Shares 14,224 Value ($000) $1,932 Avg Close — Range —
Q3 2022
Shares 19,047 Value ($000) $2,307 Avg Close — Range —
Q2 2022
Shares 19,038 Value ($000) $2,441 Avg Close — Range —
Q1 2022
Shares 19,250 Value ($000) $2,637 Avg Close — Range —
Q4 2021
Shares 23,380 Value ($000) $3,294 Avg Close — Range —