ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 7,662 Value ($000) $1,141 Avg Close — Range —
Q3 2025
Shares 7,942 Value ($000) $1,156 Avg Close — Range —
Q2 2025
Shares 7,942 Value ($000) $1,075 Avg Close — Range —
Q1 2025
Shares 7,937 Value ($000) $968 Avg Close — Range —
Q4 2024
Shares 7,933 Value ($000) $1,022 Avg Close — Range —
Q3 2024
Shares 8,531 Value ($000) $1,076 Avg Close — Range —
Q2 2024
Shares 8,531 Value ($000) $1,034 Avg Close — Range —
Q1 2024
Shares 8,531 Value ($000) $981 Avg Close — Range —
Q4 2023
Shares 8,695 Value ($000) $912 Avg Close — Range —
Q3 2023
Shares 8,618 Value ($000) $809 Avg Close — Range —
Q2 2023
Shares 8,831 Value ($000) $861 Avg Close — Range —
Q1 2023
Shares 8,902 Value ($000) $805 Avg Close — Range —
Q4 2022
Shares 4,828 Value ($000) $409 Avg Close — Range —
Q3 2022
Shares 7,236 Value ($000) $575 Avg Close — Range —
Q2 2022
Shares 7,228 Value ($000) $606 Avg Close — Range —
Q1 2022
Shares 7,105 Value ($000) $720 Avg Close — Range —
Q4 2021
Shares 7,105 Value ($000) $767 Avg Close — Range —