MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025
Shares 2,318 Value ($000) $159 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 1,624 Value ($000) $118 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 1,414 Value ($000) $89 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 972 Value ($000) $56 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 822 Value ($000) $61 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 331 Value ($000) $23 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 189 Value ($000) $11 Avg Close $50.23 Range $42.66 - $54.48
Q4 2021
Shares 309 Value ($000) $19 Avg Close $53.77 Range $47.71 - $62.19
Q3 2021
Shares 309 Value ($000) $19 Avg Close $46.77 Range $40.54 - $50.40
Q2 2021
Shares 309 Value ($000) $18 Avg Close $41.33 Range $38.21 - $44.93
Q1 2021
Shares 309 Value ($000) $17 Avg Close $39.44 Range $33.23 - $44.11