SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

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

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

Q4 2025
Shares 3,452 Value ($000) $314 Avg Close — Range —
Q3 2025
Shares 3,895 Value ($000) $345 Avg Close — Range —
Q2 2025
Shares 3,904 Value ($000) $311 Avg Close — Range —
Q1 2025
Shares 4,951 Value ($000) $388 Avg Close — Range —
Q4 2024
Shares 10,925 Value ($000) $953 Avg Close — Range —
Q3 2024
Shares 14,494 Value ($000) $1,258 Avg Close — Range —
Q2 2024
Shares 23,170 Value ($000) $1,964 Avg Close — Range —
Q1 2024
Shares 37,850 Value ($000) $3,140 Avg Close — Range —
Q4 2023
Shares 122,321 Value ($000) $10,191 Avg Close — Range —
Q3 2023
Shares 164,164 Value ($000) $11,881 Avg Close — Range —
Q2 2023
Shares 147,632 Value ($000) $11,396 Avg Close — Range —
Q1 2023
Shares 121,857 Value ($000) $9,283 Avg Close — Range —
Q4 2022
Shares 108,084 Value ($000) $8,022 Avg Close — Range —
Q3 2022
Shares 112,448 Value ($000) $7,550 Avg Close — Range —
Q2 2022
Shares 113,133 Value ($000) $8,192 Avg Close — Range —
Q1 2022
Shares 107,515 Value ($000) $8,959 Avg Close — Range —
Q4 2021
Shares 100,788 Value ($000) $8,539 Avg Close — Range —