ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 566 Value ($000) $388 Avg Close — Range —
Q3 2025
Shares 566 Value ($000) $379 Avg Close — Range —
Q2 2025
Shares 580 Value ($000) $360 Avg Close — Range —
Q1 2025
Shares 624 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 624 Value ($000) $367 Avg Close — Range —
Q3 2024
Shares 311 Value ($000) $179 Avg Close — Range —
Q2 2024
Shares 373 Value ($000) $207 Avg Close — Range —
Q1 2024
Shares 331 Value ($000) $174 Avg Close — Range —
Q4 2023
Shares 259 Value ($000) $124 Avg Close — Range —
Q3 2023
Shares 194 Value ($000) $83 Avg Close — Range —
Q1 2023
Shares 17 Value ($000) $7 Avg Close — Range —
Q4 2021
Shares 461 Value ($000) $220 Avg Close — Range —