ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 471 Value ($000) $79 Avg Close — Range —
Q3 2025
Shares 471 Value ($000) $77 Avg Close — Range —
Q2 2025
Shares 471 Value ($000) $71 Avg Close — Range —
Q1 2025
Shares 471 Value ($000) $60 Avg Close — Range —
Q4 2024
Shares 471 Value ($000) $66 Avg Close — Range —
Q3 2024
Shares 471 Value ($000) $62 Avg Close — Range —
Q2 2024
Shares 599 Value ($000) $77 Avg Close — Range —
Q1 2024
Shares 471 Value ($000) $55 Avg Close — Range —
Q4 2023
Shares 471 Value ($000) $49 Avg Close — Range —
Q3 2023
Shares 993 Value ($000) $94 Avg Close — Range —
Q2 2023
Shares 993 Value ($000) $97 Avg Close — Range —
Q1 2023
Shares 993 Value ($000) $88 Avg Close — Range —
Q4 2022
Shares 993 Value ($000) $81 Avg Close — Range —
Q3 2022
Shares 993 Value ($000) $80 Avg Close — Range —
Q2 2022
Shares 993 Value ($000) $83 Avg Close — Range —
Q1 2022
Shares 993 Value ($000) $105 Avg Close — Range —
Q4 2021
Shares 993 Value ($000) $115 Avg Close — Range —