SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 7,260 Value ($000) $322 Avg Close — Range —
Q3 2025
Shares 7,166 Value ($000) $307 Avg Close — Range —
Q2 2025
Shares 7,166 Value ($000) $290 Avg Close — Range —
Q1 2025
Shares 6,850 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 7,407 Value ($000) $253 Avg Close — Range —
Q1 2023
Shares 462 Value ($000) $15 Avg Close — Range —