ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 6,602 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 6,607 Value ($000) $614 Avg Close — Range —
Q2 2025
Shares 6,607 Value ($000) $589 Avg Close — Range —
Q1 2025
Shares 6,607 Value ($000) $540 Avg Close — Range —
Q4 2024
Shares 6,594 Value ($000) $502 Avg Close — Range —
Q3 2024
Shares 7,008 Value ($000) $590 Avg Close — Range —
Q2 2024
Shares 7,008 Value ($000) $562 Avg Close — Range —
Q1 2024
Shares 7,008 Value ($000) $560 Avg Close — Range —
Q4 2023
Shares 6,888 Value ($000) $520 Avg Close — Range —
Q3 2023
Shares 7,175 Value ($000) $496 Avg Close — Range —
Q2 2023
Shares 7,175 Value ($000) $523 Avg Close — Range —
Q1 2023
Shares 7,169 Value ($000) $515 Avg Close — Range —
Q4 2022
Shares 3,236 Value ($000) $213 Avg Close — Range —
Q3 2022
Shares 4,489 Value ($000) $252 Avg Close — Range —
Q2 2022
Shares 4,482 Value ($000) $281 Avg Close — Range —
Q1 2022
Shares 4,388 Value ($000) $324 Avg Close — Range —
Q4 2021
Shares 4,388 Value ($000) $349 Avg Close — Range —