ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 75 Value ($000) $23 Avg Close — Range —
Q3 2025
Shares 75 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 75 Value ($000) $18 Avg Close — Range —
Q1 2025
Shares 75 Value ($000) $14 Avg Close — Range —
Q4 2023
Shares 25 Value ($000) $14 Avg Close — Range —