MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 2,822 Value ($000) $501 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 2,743 Value ($000) $436 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 2,779 Value ($000) $391 Avg Close $120.96 Range $92.37 - $140.07
Q4 2024
Shares 2,480 Value ($000) $312 Avg Close $119.51 Range $99.47 - $132.53
Q4 2023
Shares 1,381 Value ($000) $129 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 2 Value ($000) $0 Avg Close $80.29 Range $75.13 - $87.80
Q4 2022
Shares 3,060 Value ($000) $260 Avg Close $76.80 Range $66.82 - $85.98
Q1 2022
Shares 385 Value ($000) $34,000 Avg Close $84.62 Range $72.05 - $96.45