MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 3,512 Value ($000) $623 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 2,568 Value ($000) $408 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 2,562 Value ($000) $361 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 2,535 Value ($000) $296 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 2,535 Value ($000) $319 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 2,519 Value ($000) $263 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 2,481 Value ($000) $241 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 2,386 Value ($000) $225 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 2,372 Value ($000) $221 Avg Close $74.81 Range $65.08 - $88.18
Q2 2023
Shares 2,457 Value ($000) $210 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 2,549 Value ($000) $224 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 2,436 Value ($000) $207 Avg Close $76.80 Range $66.82 - $85.98