CARLYLE GROUP INC

Ticker: CG CUSIP: 14316J108 Class: EQTY

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q3 2025
Shares 690 Value ($000) $43 Avg Close $61.48 Range $50.11 - $68.94
Q2 2025
Shares 104 Value ($000) $5 Avg Close $42.13 Range $32.17 - $51.16
Q1 2025
Shares 117 Value ($000) $5 Avg Close $48.12 Range $38.43 - $55.64