MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025

Shares 116 Value ($000) $21 Avg Close $166.47 Range $150.92 - $182.34

Q3 2025

Shares 116 Value ($000) $18 Avg Close $146.45 Range $133.51 - $162.99

Q2 2025

Shares 116 Value ($000) $16 Avg Close $120.96 Range $92.37 - $140.07

Q2 2024

Shares 95 Value ($000) $9 Avg Close $90.80 Range $80.57 - $98.76

Q3 2023

Shares 300 Value ($000) $25 Avg Close $80.29 Range $75.13 - $87.80

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	116	$21	$166.47	$150.92 - $182.34
Q3 2025	116	$18	$146.45	$133.51 - $162.99
Q2 2025	116	$16	$120.96	$92.37 - $140.07
Q2 2024	95	$9	$90.80	$80.57 - $98.76
Q3 2023	300	$25	$80.29	$75.13 - $87.80