ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 12,873 Value ($000) $2,571 Avg Close — Range —
Q3 2025
Shares 13,130 Value ($000) $2,572 Avg Close — Range —
Q2 2025
Shares 15,200 Value ($000) $2,634 Avg Close — Range —
Q1 2025
Shares 17,253 Value ($000) $2,423 Avg Close — Range —
Q4 2024
Shares 16,753 Value ($000) $2,672 Avg Close — Range —
Q3 2024
Shares 19,943 Value ($000) $3,024 Avg Close — Range —