BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 4,101 Value ($000) $532 Avg Close $126.63 Range $119.84 - $132.96
Q3 2025
Shares 3,204 Value ($000) $417 Avg Close $118.02 Range $109.21 - $131.36
Q2 2025
Shares 2,093 Value ($000) $232 Avg Close $99.39 Range $83.49 - $109.58
Q1 2025
Shares 2,386 Value ($000) $228 Avg Close $96.38 Range $90.92 - $103.64
Q1 2019
Shares 174 Value ($000) $13 Avg Close $55.18 Range $47.81 - $58.87
Q4 2018
Shares 138 Value ($000) $9 Avg Close $54.72 Range $46.52 - $61.62
Q3 2018
Shares 449 Value ($000) $37 Avg Close $59.01 Range $56.00 - $61.90
Q2 2018
Shares 239 Value ($000) $19 Avg Close $56.33 Range $53.63 - $58.72
Q1 2018
Shares 256 Value ($000) $19 Avg Close $56.99 Range $53.63 - $61.01
Q4 2017
Shares 2,959 Value ($000) $236 Avg Close $55.98 Range $53.92 - $57.83