ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q1 2025
Shares 3,741 Value ($000) $347 Avg Close — Range —
Q4 2024
Shares 4,137 Value ($000) $420 Avg Close — Range —
Q3 2024
Shares 2,242 Value ($000) $215 Avg Close — Range —