MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025
Shares 1,505 Value ($000) $103 Avg Close $65.79 Range $59.18 - $71.60
Q4 2020
Shares 4 Value ($000) $0 Avg Close $28.28 Range $24.01 - $35.14