MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 116 Value ($000) $8 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 78 Value ($000) $6 Avg Close $69.74 Range $59.65 - $76.49