MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025

Shares 25,669 Value ($000) $4,557 Avg Close $166.47 Range $150.92 - $182.34

Q3 2025

Shares 22,143 Value ($000) $3,520 Avg Close $146.45 Range $133.51 - $162.99

Q2 2025

Shares 24,547 Value ($000) $3,458 Avg Close $120.96 Range $92.37 - $140.07

Q1 2025

Shares 25,493 Value ($000) $2,974 Avg Close $125.91 Range $106.95 - $139.08

Q4 2024

Shares 30,308 Value ($000) $3,810 Avg Close $119.51 Range $99.47 - $132.53

Q3 2024

Shares 33,482 Value ($000) $3,490 Avg Close $96.90 Range $87.77 - $104.37

Q2 2024

Shares 33,054 Value ($000) $3,213 Avg Close $90.80 Range $80.57 - $98.76

Q1 2024

Shares 35,296 Value ($000) $3,323 Avg Close $83.21 Range $78.09 - $89.78

Q4 2023

Shares 37,109 Value ($000) $3,460 Avg Close $74.81 Range $65.08 - $88.18

Q3 2023

Shares 37,646 Value ($000) $3,075 Avg Close $80.29 Range $75.13 - $87.80

Q2 2023

Shares 12,859 Value ($000) $1,098 Avg Close $78.37 Range $74.18 - $83.63

Q1 2023

Shares 12,725 Value ($000) $1,117 Avg Close $84.81 Range $74.44 - $91.99

Q4 2022

Shares 13,976 Value ($000) $1,188 Avg Close $76.80 Range $66.82 - $85.98

Q3 2022

Shares 9,875 Value ($000) $780 Avg Close $75.24 Range $63.87 - $82.59

Q2 2022

Shares 10,941 Value ($000) $832 Avg Close $72.42 Range $64.03 - $81.68

Q1 2022

Shares 7,523 Value ($000) $657 Avg Close $84.62 Range $72.05 - $96.45

Q4 2021

Shares 14,036 Value ($000) $1,378 Avg Close $86.77 Range $81.94 - $91.95

Q3 2021

Shares 18,060 Value ($000) $1,757 Avg Close $85.71 Range $74.82 - $91.84

Q2 2021

Shares 3,434 Value ($000) $315 Avg Close $73.70 Range $65.34 - $81.12

Q1 2021

Shares 33,852 Value ($000) $2,629 Avg Close $65.58 Range $57.28 - $74.24

Q4 2020

Shares 18,757 Value ($000) $1,285 Avg Close $48.82 Range $39.28 - $58.80

Q3 2020

Shares 10,509 Value ($000) $508 Avg Close $42.54 Range $38.81 - $46.02

Q2 2020

Shares 9,068 Value ($000) $438 Avg Close $35.21 Range $25.96 - $43.57

Q1 2020

Shares 21,711 Value ($000) $738 Avg Close $39.15 Range $22.66 - $47.65

Q4 2019

Shares 4,785 Value ($000) $245 Avg Close $39.09 Range $32.28 - $42.57

Q4 2018

Shares 1,138 Value ($000) $45 Avg Close $35.01 Range $29.55 - $38.29

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	25,669	$4,557	$166.47	$150.92 - $182.34
Q3 2025	22,143	$3,520	$146.45	$133.51 - $162.99
Q2 2025	24,547	$3,458	$120.96	$92.37 - $140.07
Q1 2025	25,493	$2,974	$125.91	$106.95 - $139.08
Q4 2024	30,308	$3,810	$119.51	$99.47 - $132.53
Q3 2024	33,482	$3,490	$96.90	$87.77 - $104.37
Q2 2024	33,054	$3,213	$90.80	$80.57 - $98.76
Q1 2024	35,296	$3,323	$83.21	$78.09 - $89.78
Q4 2023	37,109	$3,460	$74.81	$65.08 - $88.18
Q3 2023	37,646	$3,075	$80.29	$75.13 - $87.80
Q2 2023	12,859	$1,098	$78.37	$74.18 - $83.63
Q1 2023	12,725	$1,117	$84.81	$74.44 - $91.99
Q4 2022	13,976	$1,188	$76.80	$66.82 - $85.98
Q3 2022	9,875	$780	$75.24	$63.87 - $82.59
Q2 2022	10,941	$832	$72.42	$64.03 - $81.68
Q1 2022	7,523	$657	$84.62	$72.05 - $96.45
Q4 2021	14,036	$1,378	$86.77	$81.94 - $91.95
Q3 2021	18,060	$1,757	$85.71	$74.82 - $91.84
Q2 2021	3,434	$315	$73.70	$65.34 - $81.12
Q1 2021	33,852	$2,629	$65.58	$57.28 - $74.24
Q4 2020	18,757	$1,285	$48.82	$39.28 - $58.80
Q3 2020	10,509	$508	$42.54	$38.81 - $46.02
Q2 2020	9,068	$438	$35.21	$25.96 - $43.57
Q1 2020	21,711	$738	$39.15	$22.66 - $47.65
Q4 2019	4,785	$245	$39.09	$32.28 - $42.57
Q4 2018	1,138	$45	$35.01	$29.55 - $38.29