MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q1 2025
Shares 201 Value ($000) $12 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 3 Value ($000) $0 Avg Close $68.60 Range $61.47 - $77.61