MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 94,930 Value ($000) $6,988 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 93,764 Value ($000) $5,945 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 89,189 Value ($000) $6,564 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 76,298 Value ($000) $4,067 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 58,976 Value ($000) $4,213 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 29,756 Value ($000) $2,031 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 26,694 Value ($000) $1,594 Avg Close $50.23 Range $42.66 - $54.48