MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 3,442 Value ($000) $611 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 2,974 Value ($000) $473 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 3,188 Value ($000) $449 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 3,201 Value ($000) $373 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 3,004 Value ($000) $378 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 2,926 Value ($000) $305 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 2,760 Value ($000) $268 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 2,760 Value ($000) $260 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 2,838 Value ($000) $265 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 2,798 Value ($000) $229 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 2,798 Value ($000) $240 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 2,898 Value ($000) $254 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 2,898 Value ($000) $246 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 2,951 Value ($000) $233 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 2,971 Value ($000) $226 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 2,981 Value ($000) $261 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 2,999 Value ($000) $294 Avg Close $86.77 Range $81.94 - $91.95