BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 2,500 Value ($000) $324 Avg Close $126.63 Range $119.84 - $132.96
Q3 2025
Shares 2,500 Value ($000) $326 Avg Close $118.02 Range $109.21 - $131.36
Q2 2025
Shares 2,500 Value ($000) $277 Avg Close $99.39 Range $83.49 - $109.58
Q1 2025
Shares 2,500 Value ($000) $239 Avg Close $96.38 Range $90.92 - $103.64
Q4 2024
Shares 2,500 Value ($000) $243 Avg Close $91.05 Range $85.21 - $101.18
Q3 2024
Shares 2,500 Value ($000) $226 Avg Close $81.18 Range $73.55 - $87.53
Q4 2021
Shares 15,100 Value ($000) $1,627 Avg Close $90.58 Range $82.95 - $94.84