ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q4 2025
Shares 6,456 Value ($000) $420 Avg Close — Range —
Q3 2025
Shares 6,438 Value ($000) $414 Avg Close — Range —
Q2 2025
Shares 6,405 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 6,358 Value ($000) $366 Avg Close — Range —
Q4 2024
Shares 6,465 Value ($000) $371 Avg Close — Range —
Q3 2024
Shares 12,742 Value ($000) $755 Avg Close — Range —
Q2 2024
Shares 12,686 Value ($000) $722 Avg Close — Range —
Q1 2024
Shares 12,621 Value ($000) $703 Avg Close — Range —
Q4 2023
Shares 12,925 Value ($000) $687 Avg Close — Range —
Q3 2023
Shares 13,175 Value ($000) $651 Avg Close — Range —
Q2 2023
Shares 14,507 Value ($000) $746 Avg Close — Range —
Q1 2023
Shares 15,061 Value ($000) $754 Avg Close — Range —
Q4 2022
Shares 14,993 Value ($000) $707 Avg Close — Range —
Q3 2022
Shares 14,924 Value ($000) $668 Avg Close — Range —
Q2 2022
Shares 14,924 Value ($000) $716 Avg Close — Range —
Q1 2022
Shares 15,101 Value ($000) $815 Avg Close — Range —
Q4 2021
Shares 22,284 Value ($000) $1,272 Avg Close — Range —