MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 3,067 Value ($000) $211 Avg Close $65.79 Range $59.18 - $71.60
Q2 2025
Shares 3,049 Value ($000) $190 Avg Close $54.26 Range $45.09 - $62.03
Q3 2024
Shares 2,707 Value ($000) $185 Avg Close $60.63 Range $52.51 - $67.24