MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024

Shares 70 Value ($000) $7 Avg Close $83.21 Range $78.09 - $89.78

Q4 2023

Shares 63 Value ($000) $5 Avg Close $74.81 Range $65.08 - $88.18

Q3 2023

Shares 70 Value ($000) $6 Avg Close $80.29 Range $75.13 - $87.80

Q2 2023

Shares 70 Value ($000) $6 Avg Close $78.37 Range $74.18 - $83.63

Q1 2023

Shares 87 Value ($000) $8 Avg Close $84.81 Range $74.44 - $91.99

Q4 2022

Shares 63 Value ($000) $5 Avg Close $76.80 Range $66.82 - $85.98

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	70	$7	$83.21	$78.09 - $89.78
Q4 2023	63	$5	$74.81	$65.08 - $88.18
Q3 2023	70	$6	$80.29	$75.13 - $87.80
Q2 2023	70	$6	$78.37	$74.18 - $83.63
Q1 2023	87	$8	$84.81	$74.44 - $91.99
Q4 2022	63	$5	$76.80	$66.82 - $85.98