ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 171,231 Value ($000) $18,341 Avg Close — Range —
Q3 2025
Shares 153,890 Value ($000) $16,388 Avg Close — Range —
Q2 2025
Shares 177,090 Value ($000) $18,502 Avg Close — Range —
Q1 2025
Shares 211,672 Value ($000) $22,319 Avg Close — Range —
Q4 2024
Shares 199,924 Value ($000) $21,302 Avg Close — Range —
Q3 2024
Shares 187,411 Value ($000) $20,358 Avg Close — Range —
Q2 2024
Shares 175,572 Value ($000) $18,849 Avg Close — Range —
Q1 2024
Shares 187,169 Value ($000) $20,139 Avg Close — Range —
Q4 2023
Shares 161,864 Value ($000) $17,548 Avg Close — Range —
Q3 2023
Shares 131,010 Value ($000) $13,434 Avg Close — Range —
Q2 2023
Shares 119,880 Value ($000) $12,795 Avg Close — Range —
Q1 2023
Shares 119,110 Value ($000) $12,833 Avg Close — Range —
Q4 2022
Shares 118,473 Value ($000) $12,501 Avg Close — Range —
Q3 2022
Shares 110,323 Value ($000) $11,317 Avg Close — Range —
Q2 2022
Shares 118,742 Value ($000) $12,629 Avg Close — Range —
Q1 2022
Shares 41,904 Value ($000) $4,594 Avg Close — Range —
Q4 2021
Shares 5,814 Value ($000) $676 Avg Close — Range —