ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 31,429 Value ($000) $2,989 Avg Close — Range —
Q3 2025
Shares 31,429 Value ($000) $2,922 Avg Close — Range —
Q2 2025
Shares 26,612 Value ($000) $2,374 Avg Close — Range —
Q1 2025
Shares 23,273 Value ($000) $1,901 Avg Close — Range —
Q4 2024
Shares 14,812 Value ($000) $1,128 Avg Close — Range —
Q3 2024
Shares 9,928 Value ($000) $836 Avg Close — Range —
Q2 2024
Shares 7,828 Value ($000) $617 Avg Close — Range —