ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 11,649 Value ($000) $809 Avg Close — Range —
Q3 2025
Shares 11,472 Value ($000) $781 Avg Close — Range —
Q2 2025
Shares 14,796 Value ($000) $946 Avg Close — Range —
Q1 2025
Shares 14,193 Value ($000) $877 Avg Close — Range —
Q4 2024
Shares 19,087 Value ($000) $1,171 Avg Close — Range —
Q3 2024
Shares 24,455 Value ($000) $1,533 Avg Close — Range —
Q2 2024
Shares 4,575 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 4,575 Value ($000) $266 Avg Close — Range —
Q4 2023
Shares 4,575 Value ($000) $246 Avg Close — Range —
Q3 2023
Shares 4,582 Value ($000) $227 Avg Close — Range —
Q2 2023
Shares 4,582 Value ($000) $236 Avg Close — Range —
Q1 2023
Shares 4,582 Value ($000) $229 Avg Close — Range —
Q4 2022
Shares 4,582 Value ($000) $229 Avg Close — Range —
Q3 2022
Shares 4,582 Value ($000) $204 Avg Close — Range —
Q2 2022
Shares 4,582 Value ($000) $218 Avg Close — Range —
Q1 2022
Shares 4,582 Value ($000) $245 Avg Close — Range —
Q4 2021
Shares 4,582 Value ($000) $255 Avg Close — Range —
Q3 2021
Shares 4,582 Value ($000) $231 Avg Close — Range —