SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 6,315 Value ($000) $978 Avg Close — Range —
Q3 2025
Shares 6,088 Value ($000) $847 Avg Close — Range —
Q1 2025
Shares 3,506 Value ($000) $512 Avg Close — Range —
Q4 2024
Shares 3,490 Value ($000) $480 Avg Close — Range —
Q3 2024
Shares 3,631 Value ($000) $559 Avg Close — Range —