MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

STRATEGIC PLANNING GROUP, LLC's Holding History (CIK: 0001875525)

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

Q4 2025

Shares 75,668 Value ($000) $13,433 Avg Close $166.47 Range $150.92 - $182.34

Q3 2025

Shares 71,412 Value ($000) $11,352 Avg Close $146.45 Range $133.51 - $162.99

Q2 2025

Shares 54,032 Value ($000) $7,611 Avg Close $120.96 Range $92.37 - $140.07

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	75,668	$13,433	$166.47	$150.92 - $182.34
Q3 2025	71,412	$11,352	$146.45	$133.51 - $162.99
Q2 2025	54,032	$7,611	$120.96	$92.37 - $140.07