SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 1,635 Value ($000) $45 Avg Close — Range —
Q3 2025
Shares 1,635 Value ($000) $45 Avg Close — Range —
Q2 2025
Shares 1,158 Value ($000) $31 Avg Close — Range —
Q1 2025
Shares 1,158 Value ($000) $32 Avg Close — Range —
Q4 2024
Shares 1,152 Value ($000) $31 Avg Close — Range —
Q3 2024
Shares 384 Value ($000) $32 Avg Close — Range —
Q2 2024
Shares 225 Value ($000) $18 Avg Close — Range —
Q1 2024
Shares 225 Value ($000) $18 Avg Close — Range —
Q4 2023
Shares 225 Value ($000) $17 Avg Close — Range —