ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 645 Value ($000) $78 Avg Close — Range —
Q3 2025
Shares 739 Value ($000) $88 Avg Close — Range —
Q2 2025
Shares 824 Value ($000) $90 Avg Close — Range —
Q1 2025
Shares 856 Value ($000) $90 Avg Close — Range —
Q4 2024
Shares 866 Value ($000) $100 Avg Close — Range —
Q3 2024
Shares 878 Value ($000) $103 Avg Close — Range —
Q2 2024
Shares 953 Value ($000) $109 Avg Close — Range —
Q1 2024
Shares 970 Value ($000) $107 Avg Close — Range —
Q4 2023
Shares 1,026 Value ($000) $111 Avg Close — Range —
Q3 2023
Shares 903 Value ($000) $85 Avg Close — Range —
Q2 2023
Shares 963 Value ($000) $96 Avg Close — Range —
Q1 2023
Shares 974 Value ($000) $94 Avg Close — Range —
Q4 2022
Shares 970 Value ($000) $92 Avg Close — Range —
Q3 2022
Shares 1,140 Value ($000) $99 Avg Close — Range —
Q2 2022
Shares 1,253 Value ($000) $116 Avg Close — Range —
Q1 2022
Shares 1,268 Value ($000) $137 Avg Close — Range —
Q4 2021
Shares 1,285 Value ($000) $147 Avg Close — Range —