BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025

Shares 3,577 Value ($000) $466 Avg Close $118.02 Range $109.21 - $131.36

Q2 2025

Shares 3,497 Value ($000) $387 Avg Close $99.39 Range $83.49 - $109.58

Q1 2025

Shares 3,347 Value ($000) $320 Avg Close $96.38 Range $90.92 - $103.64

Q4 2024

Shares 2,578 Value ($000) $250 Avg Close $91.05 Range $85.21 - $101.18

Q3 2020

Shares 4,540 Value ($000) $265 Avg Close $46.24 Range $40.97 - $51.63

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	3,577	$466	$118.02	$109.21 - $131.36
Q2 2025	3,497	$387	$99.39	$83.49 - $109.58
Q1 2025	3,347	$320	$96.38	$90.92 - $103.64
Q4 2024	2,578	$250	$91.05	$85.21 - $101.18
Q3 2020	4,540	$265	$46.24	$40.97 - $51.63