MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Clearstead Trust, LLC's Holding History (CIK: 0001708001)

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

Q3 2025
Shares 18 Value ($000) $1 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 18 Value ($000) $1 Avg Close $54.26 Range $45.09 - $62.03