ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 7,929 Value ($000) $763 Avg Close — Range —
Q3 2025
Shares 8,859 Value ($000) $855 Avg Close — Range —
Q2 2025
Shares 9,276 Value ($000) $853 Avg Close — Range —
Q1 2025
Shares 11,463 Value ($000) $975 Avg Close — Range —
Q4 2024
Shares 14,605 Value ($000) $1,291 Avg Close — Range —