MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Jacobsen Capital Management's Holding History (CIK: 0001782491)

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

Q4 2025
Shares 2,372 Value ($000) $421 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 2,432 Value ($000) $387 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 2,427 Value ($000) $342 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 2,212 Value ($000) $258 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 2,122 Value ($000) $267 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 2,125 Value ($000) $222 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 2,114 Value ($000) $205 Avg Close $90.80 Range $80.57 - $98.76