MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 380 Value ($000) $67 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 31 Value ($000) $5 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 32 Value ($000) $5 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 18 Value ($000) $2 Avg Close $125.91 Range $106.95 - $139.08
Q1 2023
Shares 12 Value ($000) $1 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 400 Value ($000) $34 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 400 Value ($000) $32 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 400 Value ($000) $30 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 12 Value ($000) $1 Avg Close $84.62 Range $72.05 - $96.45
Q2 2021
Shares 83 Value ($000) $8 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 15 Value ($000) $1 Avg Close $65.58 Range $57.28 - $74.24