MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 6,151 Value ($000) $1,092 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 6,573 Value ($000) $1,045 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 6,653 Value ($000) $937 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 6,644 Value ($000) $775 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 6,160 Value ($000) $774 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 6,294 Value ($000) $656 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 6,377 Value ($000) $620 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 6,513 Value ($000) $613 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 6,904 Value ($000) $644 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 7,317 Value ($000) $598 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 7,165 Value ($000) $612 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 6,519 Value ($000) $572 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 6,314 Value ($000) $537 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 6,612 Value ($000) $522 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 6,530 Value ($000) $497 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 6,417 Value ($000) $561 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 5,400 Value ($000) $530 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 5,406 Value ($000) $526 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 6,309 Value ($000) $578 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 6,497 Value ($000) $505 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 6,230 Value ($000) $427 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 6,662 Value ($000) $0 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 4,403 Value ($000) $213 Avg Close $35.21 Range $25.96 - $43.57