MORGAN STANLEY ETF TRUST

Ticker: CVIE CUSIP: 61774R106 Class: ETF

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025
Shares 119,705 Value ($000) $8,535 Avg Close Range
Q3 2025
Shares 121,010 Value ($000) $8,257 Avg Close Range
Q2 2025
Shares 127,700 Value ($000) $8,313 Avg Close Range
Q1 2025
Shares 127,630 Value ($000) $7,389 Avg Close Range
Q4 2024
Shares 129,625 Value ($000) $7,152 Avg Close Range
Q3 2024
Shares 125,279 Value ($000) $7,505 Avg Close Range
Q2 2024
Shares 121,370 Value ($000) $6,840 Avg Close Range
Q1 2024
Shares 119,350 Value ($000) $6,800 Avg Close Range
Q4 2023
Shares 118,071 Value ($000) $6,353 Avg Close Range
Q3 2023
Shares 105,938 Value ($000) $5,122 Avg Close Range
Q2 2023
Shares 95,497 Value ($000) $4,920 Avg Close Range
Q1 2023
Shares 91,886 Value ($000) $4,592 Avg Close Range