MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 996 Value ($000) $68 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 544 Value ($000) $39 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 268 Value ($000) $17 Avg Close $54.26 Range $45.09 - $62.03
Q4 2024
Shares 258 Value ($000) $19 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 363 Value ($000) $25 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 361 Value ($000) $21 Avg Close $50.23 Range $42.66 - $54.48
Q1 2024
Shares 275 Value ($000) $16 Avg Close $50.10 Range $47.20 - $53.42
Q4 2023
Shares 275 Value ($000) $15 Avg Close $42.63 Range $34.71 - $53.56
Q3 2023
Shares 274 Value ($000) $12 Avg Close $42.14 Range $38.56 - $46.65
Q2 2023
Shares 209 Value ($000) $9 Avg Close $35.24 Range $30.10 - $42.10
Q1 2023
Shares 144 Value ($000) $5 Avg Close $37.25 Range $31.45 - $43.30
Q4 2022
Shares 133 Value ($000) $5 Avg Close $34.76 Range $28.32 - $40.90
Q3 2022
Shares 50 Value ($000) $2 Avg Close $35.37 Range $28.12 - $40.65