SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

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

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

Q4 2025
Shares 21,885 Value ($000) $14,924 Avg Close — Range —
Q3 2025
Shares 22,020 Value ($000) $14,669 Avg Close — Range —
Q2 2025
Shares 22,162 Value ($000) $13,693 Avg Close — Range —
Q1 2025
Shares 21,454 Value ($000) $12,001 Avg Close — Range —
Q4 2024
Shares 21,347 Value ($000) $12,511 Avg Close — Range —
Q3 2024
Shares 22,159 Value ($000) $12,714 Avg Close — Range —
Q2 2024
Shares 22,253 Value ($000) $12,299 Avg Close — Range —
Q1 2024
Shares 22,895 Value ($000) $11,975 Avg Close — Range —
Q4 2023
Shares 23,414 Value ($000) $11,129 Avg Close — Range —
Q3 2023
Shares 23,284 Value ($000) $9,953 Avg Close — Range —
Q2 2023
Shares 23,799 Value ($000) $10,549 Avg Close — Range —
Q1 2023
Shares 24,094 Value ($000) $9,864 Avg Close — Range —
Q4 2022
Shares 24,249 Value ($000) $9,274 Avg Close — Range —
Q3 2022
Shares 21,912 Value ($000) $7,827 Avg Close — Range —
Q2 2022
Shares 10,133 Value ($000) $3,823 Avg Close — Range —
Q1 2022
Shares 10,199 Value ($000) $4,606 Avg Close — Range —
Q4 2021
Shares 9,149 Value ($000) $4,361 Avg Close — Range —