ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 22,722 Value ($000) $2,763 Avg Close — Range —
Q3 2025
Shares 23,207 Value ($000) $2,842 Avg Close — Range —
Q2 2025
Shares 23,453 Value ($000) $2,748 Avg Close — Range —
Q1 2025
Shares 23,453 Value ($000) $2,841 Avg Close — Range —
Q4 2024
Shares 23,600 Value ($000) $2,649 Avg Close — Range —
Q3 2024
Shares 24,943 Value ($000) $2,934 Avg Close — Range —
Q2 2024
Shares 25,124 Value ($000) $2,843 Avg Close — Range —
Q1 2024
Shares 27,396 Value ($000) $3,019 Avg Close — Range —
Q4 2023
Shares 28,960 Value ($000) $2,954 Avg Close — Range —
Q3 2023
Shares 30,501 Value ($000) $3,016 Avg Close — Range —
Q2 2023
Shares 34,036 Value ($000) $3,431 Avg Close — Range —
Q1 2023
Shares 34,685 Value ($000) $3,526 Avg Close — Range —
Q4 2022
Shares 34,977 Value ($000) $3,646 Avg Close — Range —
Q3 2022
Shares 36,901 Value ($000) $3,369 Avg Close — Range —
Q2 2022
Shares 37,843 Value ($000) $3,801 Avg Close — Range —
Q1 2022
Shares 38,261 Value ($000) $4,090 Avg Close — Range —
Q4 2021
Shares 40,256 Value ($000) $4,065 Avg Close — Range —