Montis Financial, LLC Purchases in Q3 2024

Montis Financial, LLC

Stock	Shares change	Price Range	Shares Held
JPM Jpmorgan Chase & CO Financial Services	325 + 12.85%	$194.9 - $224.8 $63.3K - $73.1K	2.85K $601K
MSFT Microsoft Corp Technology	486 + 6.82%	$395.15 - $467.56 $192K - $227K	7.61K $3.27M
GOOG Alphabet Inc. Communication Services	1.16K + 17.58%	$149.54 - $192.66 $173K - $223K	7.76K $1.3M
CEF Sprott Physical Gold & Silver Trust Financial Services	300 + 1.03%	$21.72 - $25.05 $6.52K - $7.52K	29.4K $720K
IWD Ishares Russell 1000 Val ETF ETFs	61 + 2.7%	$173.36 - $189.8 $10.6K - $11.6K	2.32K $440K
DFAU Dimensional ETF Tr ETFs	620 + 11.38%	$35.8 - $39.69 $22.2K - $24.6K	6.07K $240K
NVDA Nvidia Corp Technology	377 + 6.16%	$98.91 - $134.91 $37.3K - $50.9K	6.5K $789K
DFAI Dimensional ETF Tr ETFs	256 + 2.48%	$28.69 - $32.06 $7.34K - $8.21K	10.6K $335K
LLY Eli Lilly & CO Healthcare	40 + 8.46%	$772.14 - $960.02 $30.9K - $38.4K	513 $454K
COST Costco Wholesale Corp Consumer Defensive	9 + 2.41%	$801.83 - $917.05 $7.22K - $8.25K	383 $339K
UPS United Parcel Service Inc Industrials	54 + 1.67%	$123.32 - $147.38 $6.66K - $7.96K	3.29K $448K
Linde PLC	500 New	N/A	500 $0
TBIL Rbb Fd Inc Us Treas 3 Month Bi	8.95K New	N/A	8.95K $0
CVX Chevron Corp Energy	18 + 1.23%	$137.88 - $161.97 $2.48K - $2.92K	1.48K $217K

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