BANK MONTREAL 03/29/2029 4.250 Call 09/29/2026 100.00

CUSIP: 06376FE21 Class: Fixed Income

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
KELLEHER FINANCIAL ADVISORS175,000$173
Total (1 institutions)175,000$173