MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 82,540 Value ($000) $5,674 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 81,616 Value ($000) $5,821 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 80,277 Value ($000) $5,003 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 66,893 Value ($000) $3,904 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 58,786 Value ($000) $4,343 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 58,791 Value ($000) $4,028 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 58,054 Value ($000) $3,301 Avg Close $50.23 Range $42.66 - $54.48
Q1 2024
Shares 56,595 Value ($000) $3,213 Avg Close $50.10 Range $47.20 - $53.42