VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 1,480 Value ($000) $413 Avg Close Range
Q3 2025
Shares 1,757 Value ($000) $516 Avg Close Range
Q2 2025
Shares 1,757 Value ($000) $500 Avg Close Range
Q1 2025
Shares 1,931 Value ($000) $472 Avg Close Range
Q4 2024
Shares 2,341 Value ($000) $594 Avg Close Range
Q3 2024
Shares 2,345 Value ($000) $571 Avg Close Range
Q2 2024
Shares 2,427 Value ($000) $564 Avg Close Range
Q1 2024
Shares 2,663 Value ($000) $628 Avg Close Range
Q4 2023
Shares 2,668 Value ($000) $586 Avg Close Range
Q3 2023
Shares 2,826 Value ($000) $550 Avg Close Range
Q2 2023
Shares 2,850 Value ($000) $586 Avg Close Range
Q1 2023
Shares 2,875 Value ($000) $560 Avg Close Range
Q4 2022
Shares 2,875 Value ($000) $517 Avg Close Range
Q3 2022
Shares 3,152 Value ($000) $538 Avg Close Range