ISHARES TR

Ticker: REET CUSIP: 46434V647 Class: GLOBAL REIT ETF

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

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

Q4 2025
Shares 471,540 Value ($000) $11,765 Avg Close — Range —
Q3 2025
Shares 435,194 Value ($000) $11,124 Avg Close — Range —
Q2 2025
Shares 431,190 Value ($000) $10,650 Avg Close — Range —
Q1 2025
Shares 406,435 Value ($000) $9,860 Avg Close — Range —
Q4 2024
Shares 391,367 Value ($000) $9,381 Avg Close — Range —
Q3 2024
Shares 371,914 Value ($000) $9,926 Avg Close — Range —
Q2 2024
Shares 353,133 Value ($000) $8,659 Avg Close — Range —
Q1 2024
Shares 348,957 Value ($000) $8,263 Avg Close — Range —
Q4 2023
Shares 333,101 Value ($000) $8,054 Avg Close — Range —
Q3 2023
Shares 325,273 Value ($000) $6,886 Avg Close — Range —
Q2 2023
Shares 296,943 Value ($000) $6,821 Avg Close — Range —
Q1 2023
Shares 279,500 Value ($000) $6,409 Avg Close — Range —
Q4 2022
Shares 269,848 Value ($000) $6,128 Avg Close — Range —
Q3 2022
Shares 299,102 Value ($000) $6,362 Avg Close — Range —
Q2 2022
Shares 300,166 Value ($000) $7,258 Avg Close — Range —
Q1 2022
Shares 295,740 Value ($000) $8,638 Avg Close — Range —
Q4 2021
Shares 294,026 Value ($000) $9,000 Avg Close — Range —