ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 16,360 Value ($000) $11,205 Avg Close — Range —
Q3 2025
Shares 16,602 Value ($000) $11,112 Avg Close — Range —
Q2 2025
Shares 17,522 Value ($000) $10,879 Avg Close — Range —
Q1 2025
Shares 18,327 Value ($000) $10,298 Avg Close — Range —
Q4 2024
Shares 18,768 Value ($000) $11,048 Avg Close — Range —
Q3 2024
Shares 12,926 Value ($000) $7,456 Avg Close — Range —
Q2 2024
Shares 369 Value ($000) $202 Avg Close — Range —
Q4 2020
Shares 1,753 Value ($000) $659 Avg Close — Range —