MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q3 2025

Shares 59 Value ($000) $4 Avg Close $69.74 Range $59.65 - $76.49

Q2 2025

Shares 59 Value ($000) $4 Avg Close $54.26 Range $45.09 - $62.03

Q1 2025

Shares 59 Value ($000) $3 Avg Close $67.32 Range $54.18 - $78.83

Q4 2024

Shares 59 Value ($000) $4 Avg Close $68.60 Range $61.47 - $77.61

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	59	$4	$69.74	$59.65 - $76.49
Q2 2025	59	$4	$54.26	$45.09 - $62.03
Q1 2025	59	$3	$67.32	$54.18 - $78.83
Q4 2024	59	$4	$68.60	$61.47 - $77.61