MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q3 2023
Shares 152 Value ($000) $7 Avg Close $42.14 Range $38.56 - $46.65
Q2 2023
Shares 128 Value ($000) $6 Avg Close $35.24 Range $30.10 - $42.10