MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 8,142 Value ($000) $1,445 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 7,258 Value ($000) $1,154 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 6,679 Value ($000) $941 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 6,729 Value ($000) $785 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 6,821 Value ($000) $858 Avg Close $119.51 Range $99.47 - $132.53
Q2 2024
Shares 4,136 Value ($000) $402 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 4,047 Value ($000) $381 Avg Close $83.21 Range $78.09 - $89.78