ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2025
Shares 2,769 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 2,768 Value ($000) $279 Avg Close — Range —
Q2 2025
Shares 2,318 Value ($000) $233 Avg Close — Range —
Q1 2025
Shares 2,333 Value ($000) $235 Avg Close — Range —