INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

Montis Financial, LLC's Holding History (CIK: 0001844314)

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

Q4 2025
Shares 137,600 Value ($000) $26,359 Avg Close — Range —
Q3 2025
Shares 127,737 Value ($000) $24,232 Avg Close — Range —
Q2 2025
Shares 96,749 Value ($000) $17,583 Avg Close — Range —
Q1 2025
Shares 80,723 Value ($000) $13,984 Avg Close — Range —
Q4 2024
Shares 70,152 Value ($000) $12,293 Avg Close — Range —
Q3 2024
Shares 55,774 Value ($000) $9,992 Avg Close — Range —
Q2 2024
Shares 34,572 Value ($000) $5,679 Avg Close — Range —
Q1 2024
Shares 8,723 Value ($000) $1,477 Avg Close — Range —
Q4 2023
Shares 2,761 Value ($000) $436 Avg Close — Range —