MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 20,302 Value ($000) $3,618 Avg Close $166.47 Range $150.92 - $182.34
Q4 2024
Shares 2,308 Value ($000) $290 Avg Close $119.51 Range $99.47 - $132.53