ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,997 Value ($000) $264 Avg Close — Range —
Q3 2025
Shares 3,997 Value ($000) $261 Avg Close — Range —
Q2 2025
Shares 4,702 Value ($000) $292 Avg Close — Range —
Q1 2025
Shares 4,702 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 6,234 Value ($000) $388 Avg Close — Range —
Q3 2024
Shares 6,234 Value ($000) $389 Avg Close — Range —
Q2 2024
Shares 6,234 Value ($000) $378 Avg Close — Range —
Q1 2024
Shares 8,490 Value ($000) $516 Avg Close — Range —
Q4 2023
Shares 1,701 Value ($000) $471 Avg Close — Range —
Q3 2023
Shares 1,683 Value ($000) $420 Avg Close — Range —
Q2 2023
Shares 1,683 Value ($000) $440 Avg Close — Range —
Q1 2023
Shares 1,676 Value ($000) $419 Avg Close — Range —
Q4 2022
Shares 666 Value ($000) $161 Avg Close — Range —
Q3 2022
Shares 666 Value ($000) $146 Avg Close — Range —
Q2 2022
Shares 666 Value ($000) $151 Avg Close — Range —