SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 848 Value ($000) $511 Avg Close — Range —
Q3 2025
Shares 850 Value ($000) $506 Avg Close — Range —
Q2 2025
Shares 857 Value ($000) $485 Avg Close — Range —
Q1 2025
Shares 861 Value ($000) $460 Avg Close — Range —
Q4 2024
Shares 858 Value ($000) $489 Avg Close — Range —
Q3 2024
Shares 871 Value ($000) $496 Avg Close — Range —