Montis Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$650K	Hold	2,742	–	–	0.18%	73
2025 Q1	$608K	Buy	+2,742	New	+$608K	0.18%	75