ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 23,594 Value ($000) $2,835 Avg Close — Range —
Q3 2025
Shares 23,268 Value ($000) $2,765 Avg Close — Range —
Q2 2025
Shares 24,641 Value ($000) $2,693 Avg Close — Range —
Q1 2025
Shares 24,413 Value ($000) $2,553 Avg Close — Range —
Q4 2024
Shares 30,964 Value ($000) $3,568 Avg Close — Range —
Q3 2024
Shares 45,368 Value ($000) $5,306 Avg Close — Range —