ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2025
Shares 4,675 Value ($000) $118 Avg Close — Range —
Q3 2025
Shares 4,302 Value ($000) $109 Avg Close — Range —
Q2 2025
Shares 4,288 Value ($000) $108 Avg Close — Range —
Q1 2025
Shares 4,103 Value ($000) $103 Avg Close — Range —
Q4 2024
Shares 4,037 Value ($000) $100 Avg Close — Range —
Q3 2024
Shares 2,630 Value ($000) $66 Avg Close — Range —
Q2 2024
Shares 2,630 Value ($000) $65 Avg Close — Range —
Q1 2024
Shares 2,719 Value ($000) $67 Avg Close — Range —
Q4 2023
Shares 2,589 Value ($000) $63 Avg Close — Range —
Q3 2023
Shares 2,580 Value ($000) $61 Avg Close — Range —
Q2 2023
Shares 2,497 Value ($000) $60 Avg Close — Range —
Q1 2023
Shares 2,483 Value ($000) $60 Avg Close — Range —
Q4 2022
Shares 2,341 Value ($000) $56 Avg Close — Range —
Q3 2022
Shares 2,339 Value ($000) $55 Avg Close — Range —
Q2 2022
Shares 2,320 Value ($000) $56 Avg Close — Range —
Q1 2022
Shares 2,298 Value ($000) $57 Avg Close — Range —
Q4 2021
Shares 2,298 Value ($000) $59 Avg Close — Range —