ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 193 Value ($000) $17 Avg Close Range
Q3 2025
Shares 191 Value ($000) $17 Avg Close Range
Q2 2025
Shares 191 Value ($000) $16 Avg Close Range
Q1 2025
Shares 281 Value ($000) $21 Avg Close Range
Q4 2024
Shares 281 Value ($000) $22 Avg Close Range
Q3 2024
Shares 239 Value ($000) $19 Avg Close Range
Q2 2024
Shares 189 Value ($000) $14 Avg Close Range
Q1 2024
Shares 171 Value ($000) $13 Avg Close Range
Q4 2023
Shares 150 Value ($000) $10 Avg Close Range
Q3 2023
Shares 30 Value ($000) $2 Avg Close Range
Q2 2023
Shares 30 Value ($000) $2 Avg Close Range
Q1 2023
Shares 30 Value ($000) $2 Avg Close Range
Q4 2022
Shares 30 Value ($000) $2 Avg Close Range
Q3 2022
Shares 30 Value ($000) $2 Avg Close Range
Q2 2022
Shares 30 Value ($000) $2 Avg Close Range
Q1 2022
Shares 30 Value ($000) $2 Avg Close Range
Q4 2021
Shares 30 Value ($000) $2 Avg Close Range