Legacy Advisors’s Bank of Montreal BMO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-152	Closed	-$279K	–	67
2025 Q1	$279K	Buy	+152	New	+$279K	0.03%	344
2018 Q4	–	Sell	-125	Closed	-$10K	–	152
2018 Q3	$10K	Buy	+125	New	+$10K	﹤0.01%	347