ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 53,804 Value ($000) $5,741 Avg Close — Range —
Q3 2025
Shares 57,714 Value ($000) $6,163 Avg Close — Range —
Q2 2025
Shares 59,800 Value ($000) $6,359 Avg Close — Range —
Q1 2025
Shares 64,178 Value ($000) $6,777 Avg Close — Range —
Q4 2024
Shares 59,518 Value ($000) $6,278 Avg Close — Range —
Q3 2024
Shares 64,743 Value ($000) $6,875 Avg Close — Range —
Q2 2024
Shares 78,900 Value ($000) $8,287 Avg Close — Range —
Q1 2024
Shares 92,936 Value ($000) $9,733 Avg Close — Range —
Q4 2023
Shares 83,463 Value ($000) $8,799 Avg Close — Range —
Q3 2023
Shares 74,480 Value ($000) $7,661 Avg Close — Range —
Q2 2023
Shares 72,370 Value ($000) $7,529 Avg Close — Range —
Q1 2023
Shares 73,630 Value ($000) $7,708 Avg Close — Range —
Q4 2022
Shares 72,744 Value ($000) $7,585 Avg Close — Range —
Q3 2022
Shares 59,171 Value ($000) $6,074 Avg Close — Range —
Q2 2022
Shares 39,283 Value ($000) $4,112 Avg Close — Range —
Q1 2022
Shares 19,119 Value ($000) $2,000 Avg Close — Range —
Q4 2021
Shares 3,097 Value ($000) $333 Avg Close — Range —