NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 2,695 Value ($000) $372 Avg Close — Range —
Q3 2025
Shares 2,695 Value ($000) $346 Avg Close — Range —
Q2 2025
Shares 2,695 Value ($000) $326 Avg Close — Range —
Q1 2025
Shares 2,695 Value ($000) $300 Avg Close — Range —
Q4 2024
Shares 2,695 Value ($000) $277 Avg Close — Range —
Q3 2024
Shares 2,695 Value ($000) $312 Avg Close — Range —
Q2 2024
Shares 2,695 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 2,695 Value ($000) $261 Avg Close — Range —
Q4 2023
Shares 2,695 Value ($000) $288 Avg Close — Range —
Q3 2023
Shares 2,695 Value ($000) $275 Avg Close — Range —
Q2 2023
Shares 2,695 Value ($000) $278 Avg Close — Range —
Q4 2022
Shares 2,595 Value ($000) $223 Avg Close — Range —