MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 4,396 Value ($000) $780 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 3,746 Value ($000) $595 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 3,646 Value ($000) $514 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 3,285 Value ($000) $383 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 3,048 Value ($000) $383 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 3,887 Value ($000) $405 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 3,646 Value ($000) $354 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 3,409 Value ($000) $321 Avg Close $83.21 Range $78.09 - $89.78
Q2 2023
Shares 3,753 Value ($000) $321 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 3,768 Value ($000) $331 Avg Close $84.81 Range $74.44 - $91.99