MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025

Shares 4,040 Value ($000) $750 Avg Close $186.43 Range $173.30 - $207.83

Q3 2025

Shares 4,040 Value ($000) $814 Avg Close $204.01 Range $193.16 - $217.79

Q2 2025

Shares 4,022 Value ($000) $879 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 4,022 Value ($000) $981 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 4,022 Value ($000) $854 Avg Close $217.77 Range $205.01 - $231.80

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,040	$750	$186.43	$173.30 - $207.83
Q3 2025	4,040	$814	$204.01	$193.16 - $217.79
Q2 2025	4,022	$879	$223.19	$207.03 - $245.83
Q1 2025	4,022	$981	$223.35	$202.92 - $243.01
Q4 2024	4,022	$854	$217.77	$205.01 - $231.80