MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

EVOKE WEALTH, LLC's Holding History (CIK: 0001793432)

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

Q4 2025

Shares 14,624 Value ($000) $2,596 Avg Close $166.47 Range $150.92 - $182.34

Q3 2025

Shares 14,990 Value ($000) $2,383 Avg Close $146.45 Range $133.51 - $162.99

Q2 2025

Shares 10,755 Value ($000) $1,515 Avg Close $120.96 Range $92.37 - $140.07

Q1 2025

Shares 13,016 Value ($000) $1,519 Avg Close $125.91 Range $106.95 - $139.08

Q4 2024

Shares 12,488 Value ($000) $1,570 Avg Close $119.51 Range $99.47 - $132.53

Q3 2024

Shares 12,761 Value ($000) $1,330 Avg Close $96.90 Range $87.77 - $104.37

Q1 2024

Shares 11,774 Value ($000) $1,109 Avg Close $83.21 Range $78.09 - $89.78

Q3 2023

Shares 6,844 Value ($000) $559 Avg Close $80.29 Range $75.13 - $87.80

Q2 2023

Shares 7,526 Value ($000) $643 Avg Close $78.37 Range $74.18 - $83.63

Q1 2023

Shares 5,739 Value ($000) $504 Avg Close $84.81 Range $74.44 - $91.99

Q4 2022

Shares 5,348 Value ($000) $455 Avg Close $76.80 Range $66.82 - $85.98

Q3 2022

Shares 5,409 Value ($000) $427 Avg Close $75.24 Range $63.87 - $82.59

Q2 2022

Shares 5,388 Value ($000) $410 Avg Close $72.42 Range $64.03 - $81.68

Q1 2022

Shares 5,623 Value ($000) $491 Avg Close $84.62 Range $72.05 - $96.45

Q4 2021

Shares 5,506 Value ($000) $541 Avg Close $86.77 Range $81.94 - $91.95

Q3 2021

Shares 4,916 Value ($000) $478 Avg Close $85.71 Range $74.82 - $91.84

Q2 2021

Shares 5,110 Value ($000) $469 Avg Close $73.70 Range $65.34 - $81.12

Q1 2021

Shares 10,080 Value ($000) $783 Avg Close $65.58 Range $57.28 - $74.24

Q4 2020

Shares 8,087 Value ($000) $554 Avg Close $48.82 Range $39.28 - $58.80

Q3 2020

Shares 5,576 Value ($000) $270 Avg Close $42.54 Range $38.81 - $46.02

Q2 2020

Shares 5,616 Value ($000) $271 Avg Close $35.21 Range $25.96 - $43.57

Q1 2020

Shares 5,556 Value ($000) $188,914 Avg Close $39.15 Range $22.66 - $47.65

Q4 2019

Shares 5,724 Value ($000) $292,614 Avg Close $39.09 Range $32.28 - $42.57

Q3 2019

Shares 5,770 Value ($000) $246,220 Avg Close $35.02 Range $31.84 - $37.33

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,624	$2,596	$166.47	$150.92 - $182.34
Q3 2025	14,990	$2,383	$146.45	$133.51 - $162.99
Q2 2025	10,755	$1,515	$120.96	$92.37 - $140.07
Q1 2025	13,016	$1,519	$125.91	$106.95 - $139.08
Q4 2024	12,488	$1,570	$119.51	$99.47 - $132.53
Q3 2024	12,761	$1,330	$96.90	$87.77 - $104.37
Q1 2024	11,774	$1,109	$83.21	$78.09 - $89.78
Q3 2023	6,844	$559	$80.29	$75.13 - $87.80
Q2 2023	7,526	$643	$78.37	$74.18 - $83.63
Q1 2023	5,739	$504	$84.81	$74.44 - $91.99
Q4 2022	5,348	$455	$76.80	$66.82 - $85.98
Q3 2022	5,409	$427	$75.24	$63.87 - $82.59
Q2 2022	5,388	$410	$72.42	$64.03 - $81.68
Q1 2022	5,623	$491	$84.62	$72.05 - $96.45
Q4 2021	5,506	$541	$86.77	$81.94 - $91.95
Q3 2021	4,916	$478	$85.71	$74.82 - $91.84
Q2 2021	5,110	$469	$73.70	$65.34 - $81.12
Q1 2021	10,080	$783	$65.58	$57.28 - $74.24
Q4 2020	8,087	$554	$48.82	$39.28 - $58.80
Q3 2020	5,576	$270	$42.54	$38.81 - $46.02
Q2 2020	5,616	$271	$35.21	$25.96 - $43.57
Q1 2020	5,556	$188,914	$39.15	$22.66 - $47.65
Q4 2019	5,724	$292,614	$39.09	$32.28 - $42.57
Q3 2019	5,770	$246,220	$35.02	$31.84 - $37.33