MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 1,848 Value ($000) $328 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 1,848 Value ($000) $294 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 2,033 Value ($000) $286 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 2,037 Value ($000) $238 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 2,038 Value ($000) $256 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 2,130 Value ($000) $222 Avg Close $96.90 Range $87.77 - $104.37
Q1 2024
Shares 2,204 Value ($000) $208 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 2,077 Value ($000) $194 Avg Close $74.81 Range $65.08 - $88.18