BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 9,873 Value ($000) $1,281 Avg Close $126.63 Range $119.84 - $132.96
Q3 2025
Shares 9,146 Value ($000) $1,191 Avg Close $118.02 Range $109.21 - $131.36
Q2 2025
Shares 9,555 Value ($000) $1,057 Avg Close $99.39 Range $83.49 - $109.58
Q1 2025
Shares 9,002 Value ($000) $860 Avg Close $96.38 Range $90.92 - $103.64
Q4 2024
Shares 8,970 Value ($000) $871 Avg Close $91.05 Range $85.21 - $101.18
Q3 2024
Shares 8,321 Value ($000) $751 Avg Close $81.18 Range $73.55 - $87.53
Q2 2024
Shares 3,937 Value ($000) $330 Avg Close $85.32 Range $78.35 - $92.25
Q1 2024
Shares 3,800 Value ($000) $371 Avg Close $87.67 Range $82.52 - $91.31
Q4 2023
Shares 2,769 Value ($000) $274 Avg Close $76.59 Range $68.14 - $92.22
Q3 2023
Shares 2,769 Value ($000) $234 Avg Close $79.57 Range $74.07 - $84.90
Q2 2023
Shares 2,776 Value ($000) $251 Avg Close $79.08 Range $73.63 - $82.04
Q1 2023
Shares 2,439 Value ($000) $217 Avg Close $83.90 Range $72.95 - $91.17
Q2 2022
Shares 2,182 Value ($000) $210 Avg Close $90.94 Range $80.22 - $101.67
Q1 2022
Shares 2,179 Value ($000) $257 Avg Close $98.30 Range $91.03 - $104.40
Q4 2021
Shares 2,179 Value ($000) $235 Avg Close $90.58 Range $82.95 - $94.84
Q3 2021
Shares 2,083 Value ($000) $208 Avg Close $83.95 Range $79.07 - $87.67
Q2 2021
Shares 2,051 Value ($000) $210 Avg Close $81.61 Range $73.08 - $88.61