ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 1,551 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 1,551 Value ($000) $210 Avg Close — Range —