MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 3,173 Value ($000) $218 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 3,330 Value ($000) $237 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 3,320 Value ($000) $207 Avg Close $54.26 Range $45.09 - $62.03
Q4 2024
Shares 3,313 Value ($000) $245 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 6,781 Value ($000) $465 Avg Close $60.63 Range $52.51 - $67.24