MSCI INC

Ticker: MSCI CUSIP: 55354G100 Class: COM

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025

Shares 676 Value ($000) $388 Avg Close $559.99 Range $523.66 - $592.51

Q1 2024

Shares 1,008 Value ($000) $475 Avg Close $549.49 Range $512.91 - $602.65

Q2 2023

Shares 681 Value ($000) $375 Avg Close $473.00 Range $438.43 - $545.12

Q1 2023

Shares 3,564 Value ($000) $2 Avg Close $511.54 Range $439.89 - $552.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	676	$388	$559.99	$523.66 - $592.51
Q1 2024	1,008	$475	$549.49	$512.91 - $602.65
Q2 2023	681	$375	$473.00	$438.43 - $545.12
Q1 2023	3,564	$2	$511.54	$439.89 - $552.91