SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q3 2023
Shares 4,283 Value ($000) $387 Avg Close — Range —
Q2 2023
Shares 4,463 Value ($000) $362 Avg Close — Range —
Q1 2023
Shares 4,423 Value ($000) $366 Avg Close — Range —
Q4 2022
Shares 4,380 Value ($000) $383 Avg Close — Range —