MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 93,569 Value ($000) $16,611 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 92,833 Value ($000) $14,757 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 96,049 Value ($000) $13,529 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 95,878 Value ($000) $11,186 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 90,166 Value ($000) $11,336 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 89,863 Value ($000) $9,367 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 51,143 Value ($000) $4,971 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 40,765 Value ($000) $3,838 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 25,454 Value ($000) $2,374 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 18,417 Value ($000) $1,504 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 22,843 Value ($000) $1,951 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 20,237 Value ($000) $1,777 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 29,900 Value ($000) $2,542 Avg Close $76.80 Range $66.82 - $85.98