MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Blake Schutter Theil Wealth Advisors, LLC's Holding History (CIK: 0002042011)

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

Q4 2025
Shares 4,778 Value ($000) $848 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 4,952 Value ($000) $787 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 5,053 Value ($000) $712 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 5,053 Value ($000) $590 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 5,053 Value ($000) $635 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 5,046 Value ($000) $526 Avg Close $96.90 Range $87.77 - $104.37