Plancorp LLC’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell	1,993 -216	-10%	-$23.9K	0.01%	344
2025 Q1	$211K	Buy	+2,209	New	+$211K	0.01%	336