BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 215 Value ($000) $28 Avg Close $126.63 Range $119.84 - $132.96
Q3 2025
Shares 215 Value ($000) $28 Avg Close $118.02 Range $109.21 - $131.36