VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 32,958 Value ($000) $16,079 Avg Close — Range —
Q3 2025
Shares 33,656 Value ($000) $16,142 Avg Close — Range —
Q2 2025
Shares 33,708 Value ($000) $14,778 Avg Close — Range —
Q1 2025
Shares 33,164 Value ($000) $12,298 Avg Close — Range —
Q4 2024
Shares 34,361 Value ($000) $14,103 Avg Close — Range —
Q3 2024
Shares 37,223 Value ($000) $14,291 Avg Close — Range —
Q2 2024
Shares 37,431 Value ($000) $14,000 Avg Close — Range —
Q1 2024
Shares 40,240 Value ($000) $13,851 Avg Close — Range —
Q4 2023
Shares 42,357 Value ($000) $13,168 Avg Close — Range —
Q3 2023
Shares 43,031 Value ($000) $11,718 Avg Close — Range —
Q2 2023
Shares 43,562 Value ($000) $12,326 Avg Close — Range —
Q1 2023
Shares 45,910 Value ($000) $11,452 Avg Close — Range —
Q4 2022
Shares 41,764 Value ($000) $8,900 Avg Close — Range —
Q3 2022
Shares 28,991 Value ($000) $6,203 Avg Close — Range —
Q2 2022
Shares 28,830 Value ($000) $6,426 Avg Close — Range —
Q1 2022
Shares 26,178 Value ($000) $7,529 Avg Close — Range —
Q4 2021
Shares 26,455 Value ($000) $8,489 Avg Close — Range —