ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 4,991 Value ($000) $704 Avg Close — Range —
Q3 2025
Shares 4,898 Value ($000) $696 Avg Close — Range —