SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 64 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 32 Value ($000) $9 Avg Close — Range —
Q2 2025
Shares 32 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 66 Value ($000) $14 Avg Close — Range —
Q4 2024
Shares 66 Value ($000) $15 Avg Close — Range —
Q3 2024
Shares 66 Value ($000) $15 Avg Close — Range —