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Congress
Josh Gottheimer
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$36.63
AAGIY · 2026-10-09 · USD
Stock price change
+$0.15
+0.41% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$10K
As of 2026-10-09
Estimated gain / loss
+$41.12
+0.41%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) [ST] | $5M – $25M |
| Morgan Stanley - Active Asset Account # 3 ⇒ Microsoft Corporation (MSFT) [ST] | $1M – $5M |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT [OP] | $1M – $5M |
| Morgan Stanley - Portfolio Management ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $1M – $5M |
| Morgan Stanley - Active Asset Account # 3 ⇒ Apple Inc. (AAPL) [ST] | $500K – $1M |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT [OP] | $500K – $1M |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT) [OP] | $500K – $1M |
| JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP [HE] | $250K – $500K |
| DC College Savings - Dependent # 1 ⇒ DC College Savings in College Portfolio [5F] | $250K – $500K |
| Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real Estate Income Trust, Inc. [RE] | $250K – $500K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Meta Platforms, Inc. - Class A (META) [ST] | $250K – $500K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity 500 Index Fund (FXAIX) [MF] | $250K – $500K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Vanguard Target Retirement 2040 Fund (VFORX) [MF] | $250K – $500K |
| Morgan Stanley - Portfolio Management ⇒ SPDR S&P 500 (SPY) [EF] | $250K – $500K |
| Morgan Stanley - Active Asset Account # 1 ⇒ SPDR S&P 500 (SPY) [EF] | $250K – $500K |
| Morgan Stanley - Traditional Inherited IRA ⇒ ACAP Strategic Fund (XCAPX) [MF] | $250K – $500K |
| Tusk Venture Partners I GP, LLC [OL] C: Previously reported as filer's asset. | $100K – $250K |
| DC College Savings - Dependent # 2 ⇒ DC College Savings 2028 Portfolio [5F] | $100K – $250K |
| Microsoft 401(k) ⇒ BTC LifePath [MF] | $100K – $250K |
| Microsoft 401(k) ⇒ Vanguard Russell 1000 Index Fd Insti Cl (VRNIX) [MF] | $100K – $250K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc. (AMZN) [ST] | $100K – $250K |
| Morgan Stanley - Portfolio Management ⇒ iShares U.S. Technology ETF (IYW) [EF] | $100K – $250K |
| Wells Fargo - SEP IRA ⇒ Fidelity Asset Manager 85% (FAMRX) [MF] | $100K – $250K |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Vanguard Target Retirement 2045 TR [MF] . | $100K – $250K |
| Morgan Stanley - Portfolio Management ⇒ Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) [EF] | $100K – $250K |
| Morgan Stanley - Portfolio Management ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $100K – $250K |
| DC College Savings - Dependent # 2 ⇒ U.S. Large Cap Equity Portfolio [5F] | $50K – $100K |
| Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | $50K – $100K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Eli Lilly and Company (LLY) [ST] | $50K – $100K |
| Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) [ST] | $50K – $100K |
| Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF] | $50K – $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $50K – $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST] | $50K – $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation (MSFT) [ST] | $50K – $100K |
| Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation (NVDA) [ST] | $50K – $100K |
| Morgan Stanley - SEP / Traditional IRA ⇒ The Growth Fund of America Class A Shares (AGTHX) [MF] | $50K – $100K |
| Morgan Stanley - Traditional IRA ⇒ U.S. Strategic Equity Fund Class S (RSESX) [MF] | $50K – $100K |
| Tusk Strategies Inc. Retirement Plan ⇒ VIP Portfolio 7.a [OT] | $50K – $100K |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Fidelity MidCap Grw Indx [OT] | $50K – $100K |
| WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Intl Small Cap Stock [MF] | $50K – $100K |
| Morgan Stanley - Active Asset Account # 1 ⇒ SPDR Dow Jones Industrial Average ETF (DIA) [EF] | $50K – $100K |
| Morgan Stanley - Portfolio Management ⇒ iShares Core S&P Mid-Cap ETF (IJH) [EF] | $50K – $100K |
| Wealthfront ⇒ Schwab International Equity ETF (SCHF) [EF] | $50K – $100K |
| Wells Fargo - SEP IRA ⇒ SPDR S&P 500 (SPY) [EF] | $50K – $100K |
| Morgan Stanley - Active Asset Account # 4 ⇒ SPDR S&P 500 (SPY) [EF] | $50K – $100K |
| Barclays - Savings Account [BA] | $15K – $50K |
| JPMorgan Chase Bank, N.A [BA] | $15K – $50K |
| Synchrony Bank [BA] | $15K – $50K |
| Tusk Venture Partners III GP LLC [OL] | $15K – $50K |
| Wells Fargo Bank Accounts [BA] | $15K – $50K |
| WPP plc American Depositary Shares (WPP) [ST] | $15K – $50K |
| Asbury Advisors LLC ⇒ Wells Fargo Bank Accounts [BA] | $15K – $50K |
| Columbia University- Voluntary Retirement Savings ⇒ Vanguard Target Retirement 2040 Fund (VFORX) [MF] | $15K – $50K |
| Fidelity Brokerage ⇒ Fidelity Cash [BA] | $15K – $50K |
| Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (SPAXX) [MF] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Darden Restaurants, Inc. (DRI) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Dollar Tree, Inc. (DLTR) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Ford Motor Company (F) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Home Depot, Inc. (HD) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Martin Marietta Materials, Inc. (MLM) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Performance Food Group Company (PFGC) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Synchrony Financial (SYF) [ST] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Tractor Supply Company (TSCO) [ST] | $15K – $50K |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Morgan Stanley Bank N.A. # [BA] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Allianz SE ADR (ALIZY) [OT] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. (BLK) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporation (CVX) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. (CSCO) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, Inc. (D) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Johnson & Johnson (JNJ) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | $15K – $50K |
| Morgan Stanley - Traditional IRA ⇒ Global Equity Fund Class S (RGESX) [MF] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation (NSC) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. (PAYX) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation (SBUX) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. (TSLA) [ST] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated (TXN) [ST] | $15K – $50K |
| Morgan Stanley - SEP / Traditional IRA ⇒ Capital Income Builder Cl A Shs (CAIBX) [MF] | $15K – $50K |
| Morgan Stanley - SEP / Traditional IRA ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX) [MF] | $15K – $50K |
| Morgan Stanley - Traditional IRA ⇒ International Developed Markets Fund Class S (RINTX) [MF] | $15K – $50K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Emerging Markets Fund (FEMKX) [MF] | $15K – $50K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Mid Cap Index Fund (FSMDX) [MF] | $15K – $50K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX) [MF] | $15K – $50K |
| Vanguard SEP IRA ⇒ Vanguard Target Retirement 2040 Fund (VFORX) [MF] | $15K – $50K |
| Wealthfront ⇒ Vanguard Extended Market ETF (VXF) [EF] | $15K – $50K |
| Wells Fargo - SEP IRA ⇒ Fidelity 500 Index Fund (FXAIX) [MF] | $15K – $50K |
| WPP - Vanguard - The Savings & Investment Plan ⇒ Fidelity Intl Cap Appr Fd K6 CI [OT] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 4 ⇒ SPDR Dow Jones Industrial Average ETF (DIA) [EF] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $15K – $50K |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 1000 ETF (IWB) [EF] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 4 ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $15K – $50K |
| Morgan Stanley - Active Asset Account # 1 ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $15K – $50K |
| Morgan Stanley - SEP / Traditional IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF] | $15K – $50K |
| Morgan Stanley - Traditional IRA ⇒ SPDR S&P 500 (SPY) [EF] | $15K – $50K |
| Wealthfront ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $15K – $50K |
| Wealthfront ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $15K – $50K |
| Wells Fargo - SEP IRA ⇒ Wells Fargo Bank, N.A. [IH] | $1K – $15K |
| Ford Interest Advantage [BA] | $1K – $15K |
| QPG Ambassador Investors LLC [OL] | $1K – $15K |
| Tusk Venture Partners II GP, LLC [OL] C: Previously reported as filer's asset. | $1K – $15K |
| DC College Savings - Dependent # 2 ⇒ Intermediate Bond Fund of America, Class F-2 Shs (IBAFX) [MF] | $1K – $15K |
| Morgan Stanley - Active Asset Account # 1 ⇒ Morgan Stanley Bank N.A. # [BA] | $1K – $15K |
| Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley Bank N.A. # [BA] | $1K – $15K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Ally Financial Inc. (ALLY) [ST] | $1K – $15K |
| Morgan Stanley - Active Asset Account # 3 ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Morgan Stanley - Active Asset Account # 3 ⇒ | $1K – $15K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Morgan Stanley Bank N.A. # [BA] | $1K – $15K |
| Morgan Stanley - Active Asset Account # 3 ⇒ Valley National Bancorp (VLY) [ST] | $1K – $15K |
| Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Bank N.A. # [BA] | $1K – $15K |
| Morgan Stanley - Roth IRA ⇒ AMCAP Fund, Class A Shares A (AMCPX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA ⇒ American Balanced Fund, Class A Shs (ABALX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA ⇒ American Funds Investment Co of America A (AIVSX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA ⇒ American Funds SMALLCAP World A (SMCWX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA ⇒ New Perspective Fund, Class A Shares (ANWPX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA Spouse ⇒ American Funds Investment Co of America A (AIVSX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA Spouse ⇒ Capital Income Builder Cl A Shs (CAIBX) [MF] | $1K – $15K |
| Morgan Stanley - Roth IRA Spouse ⇒ The Growth Fund of America Class A Shares (AGTHX) [MF] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ 3M Company Common Stock (MMM) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Abbott Laboratories Common Stock (ABT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Adyen N V Unsponsored ADR (ADYEY) [OT] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Agree Realty Corporation (ADC) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ AIA Group, Ltd. Sponsored American Depository Receipt (AAGIY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and Chemicals, Inc. (APD) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alcon Inc. Ordinary Shares (ALC) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alfa-Laval Ab Unsponsored ADR (ALFVY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ameris Bancorp (ABCB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Artivion, Inc. (AORT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Assa Abloy AB Unsponsored ADR (ASAZY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Atlas Copco Ab Sponsored ADR repstg Class A (ATLKY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. (ATRC) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ AutoZone, Inc. (AZO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Avient Corporation (AVNT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Balchem Corporation (BCPC) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ BioCryst Pharmaceuticals, Inc. (BCRX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings, Inc. (BOOT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Carvana Co. Class A Common Stock (CVNA) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cathay General Bancorp (CATY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ CBIZ, Inc. Common Stock (CBZ) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Central Garden & Pet Company - Class A Common Stock Nonvoting (CENTA) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Champion Homes, Inc. Common Stock (SKY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chart Industries, Inc. (GTLS) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chubb Limited Common Stock (CB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cloudflare, Inc. Class A Common Stock (NET) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cohen & Steers Inc (CNS) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Columbia Banking System, Inc. - Common Stock (COLB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. Common Stock (BAP) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Crown Castle International Corp. (CCI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Daifuku Co., Ltd ADR (DFKCY) [OT] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dassault Systemes, S.A. American Depositary Shares (DASTY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ DISCO CORP UNSP /ADR (DSCSY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ DoorDash, Inc. - Common Stock (DASH) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ EPIROC AKTIEBOLAG S/ADR A (EPOAY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fair Isaac Corporation Common Stock (FICO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fomento Economico Mexicano S.A.B. de C.V. (FMX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - American Depositary Shares (GMAB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Glacier Bancorp, Inc. (GBCI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ HAIER SMART HOME U/ADR (HSHCY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Halozyme Therapeutics, Inc. (HALO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ HDFC Bank Limited (HDB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ HealthEquity, Inc. (HQY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Independence Realty Trust, Inc. Common Stock (IRT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Independent Bank Corp. (INDB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Insmed Incorporated (INSM) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intapp, Inc. - Common Stock (INTA) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intuit Inc. (INTU) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. (ISRG) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ ITT Inc. (ITT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Komatsu Ltd Ord American Depositary Shares (KMTUY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ L'Air Liquide Ord American Depositary Shares (AIQUY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ L'Oreal Co. American Depositary Shares (LRLCY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ La-Z-Boy Incorporated Common Stock (LZB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation (LRCX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Linde plc Ordinary Share (LIN) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology Solutions Holdings, Inc. (MTSI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation (MFC) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation (MCK) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Medpace Holdings, Inc. (MEDP) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. (MELI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Minerals Technologies Inc. (MTX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Morgan Stanley Bank N.A. # [BA] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. - Common Stock (NTRA) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ National Health Investors, Inc. (NHI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ NorthWestern Corporation (NWE) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Novanta Inc. - Common Shares (NOVT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Novozymes A/S Unsponsored American Depositary Receipt (NVZMY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation (ORCL) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Palo Alto Networks, Inc. (PANW) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Phreesia, Inc. (PHR) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ PING AN INS CO OF CHINA (PNGAY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services Corporation (PRIM) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ PT Telekomunikasi Indonesia, Tbk (TLK) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ RBC Bearings Incorporated (ROLL) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ RTX Corporation Common Stock (RTX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ryman Hospitality Properties, Inc. (RHP) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Schneider Electric SE Unsponsored ADR (SBGSY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Schneider National, Inc. Common Stock (SNDR) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sonova Holding AG Unsponsored ADR (SONVY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Stag Industrial, Inc. (STAG) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial Corporation (SF) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Supernus Pharmaceuticals, Inc. (SUPN) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Symrise Ag Unsponsored ADR (SYIEY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SNPS) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ TECHTRONIC INDUS LTD ADR (TTNDY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Roadhouse, Inc. (TXRH) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies plc (TT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tri Pointe Homes, Inc. Common Stock (TPH) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ UFP Industries, Inc. - Common Stock (UFPI) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard FTSE All World Ex US ETF (VEU) [EF] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Veracyte, Inc. (VCYT) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Viavi Solutions Inc. (VIAV) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST] | $1K – $15K |
| Morgan Stanley - SEP / Traditional IRA ⇒ American Funds SMALLCAP World A (SMCWX) [MF] | $1K – $15K |
| Morgan Stanley - SEP / Traditional IRA ⇒ Morgan Stanley Bank N.A. # [IH] | $1K – $15K |
| Morgan Stanley - Traditional IRA ⇒ Global Infrastructure Fund Class S (RGISX) [MF] | $1K – $15K |
| Morgan Stanley - Traditional IRA ⇒ Global Real Estate Securities Fund Class S (RRESX) [MF] | $1K – $15K |
| Morgan Stanley - Traditional IRA ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF] | $1K – $15K |
| Morgan Stanley - Traditional IRA ⇒ U.S. Small Cap Equity Fund Class S (RLESX) [MF] | $1K – $15K |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Small Cap Index Fund (FSSNX) [MF] | $1K – $15K |
| Wealthfront ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | $1K – $15K |
| Wealthfront ⇒ Apple Inc. (AAPL) [ST] | $1K – $15K |
| Wealthfront ⇒ Bank of America Corporation (BAC) [ST] | $1K – $15K |
| Wealthfront ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $1K – $15K |
| Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $1K – $15K |
| Wealthfront ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Wealthfront ⇒ Johnson & Johnson (JNJ) [ST] | $1K – $15K |
| Wealthfront ⇒ JP Morgan Chase & Co. (JPM) [ST] | $1K – $15K |
| Wealthfront ⇒ Meta Platforms, Inc. - Class A (META) [ST] | $1K – $15K |
| Wealthfront ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| Wealthfront ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | $1K – $15K |
| Wealthfront ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Wells Fargo - Brokerage ⇒ Wells Fargo Bank, N.A. [BA] | $1K – $15K |
| Wells Fargo - Brokerage ⇒ Wells Fargo Bank, N.A. [BA] | $1K – $15K |
| Wells Fargo - SEP IRA ⇒ Fidelity Diversified International Fund (FDIVX) [MF] | $1K – $15K |
| Wealthfront ⇒ iShares Core Dividend Growth ETF (DGRO) [EF] | $1K – $15K |
| Morgan Stanley - Traditional IRA ⇒ iShares MSCI EAFE ETF (EFA) [EF] | $1K – $15K |
| Wealthfront ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 1000 Growth ETF (IWF) [EF] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 2000 ETF (IWM) [EF] | $1K – $15K |
| Wealthfront ⇒ iShares National Muni Bond ETF (MUB) [EF] | $1K – $15K |
| Wealthfront ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $1K – $15K |
| Wealthfront ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard Growth ETF (VUG) [EF] | $1K – $15K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group Corp. Common Stock (EPAC) [ST] | $1 – $1K |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sysmex Corporation Unsponsored ADR (SSMXY) [ST] | $1 – $1K |
| DC College Savings - Dependent # 1 ⇒ DC College Savings 2025 Portfolio [5F] | Not specified |
| DC College Savings - Dependent # 2 ⇒ | Not specified |
| U.S. Small Cap Equity Portfolio [5F] | Not specified |
| Morgan Stanley - Active Asset Account # 3 ⇒ | Not specified |
| Akamai Technologies, Inc. (AKAM) [ST] | Not specified |
| Morgan Stanley - Active Asset Account # 3 ⇒ Coty Inc. Class A (COTY) [ST] | Not specified |
| Morgan Stanley - Active Asset Account # 3 ⇒ Dell Technologies Inc. Class V (DVMT) [ST] | Not specified |
| Morgan Stanley - Active Asset Account # 3 ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | Not specified |
| MarketAxess Holdings, Inc. (MKTX) [ST] | Not specified |
| Morgan Stanley - Active Asset Account # 3 ⇒ Pfizer, Inc. (PFE) [ST] | Not specified |
| Morgan Stanley - Portfolio Management ⇒ | Not specified |
| Artisan Developing World Fund - Advisor Shares (APDYX) [MF] | Not specified |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT) [OP] | Not specified |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT) [OP] | Not specified |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Common Stock (MSFT) [OP] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ambev S.A. American Depositary Shares (ABEV) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ BHP Group Limited American Depositary Shares (BHP) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ ChampionX Corporation (CHX) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ ConocoPhillips (COP) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Diageo plc (DEO) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Edwards Lifesciences Corporation Common Stock (EW) [ST] | Not specified |
| Eli Lilly and Company (LLY) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Endava plc American Depositary Shares (DAVA) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Flywire Corporation - Voting (FLYW) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Home Depot, Inc. (HD) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ ICF International, Inc. (ICFI) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Infineon Technologies AG (IFNNY) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intra-Cellular Therapies Inc. (ITCI) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares MSCI EAFE ETF (EFA) [EF] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Paragon 28, Inc. Common Stock (FNA) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Regeneron Pharmaceuticals, Inc. (REGN) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Salesforce, Inc. (CRM) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shimano Inc. ADR [OT] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Trade Desk, Inc. - Class A (TTD) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ United Parcel Service, Inc. (UPS) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Utz Brands Inc Class A Common Stock (UTZ) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ ZTO Express (ZTO) [ST] | Not specified |
| Morgan Stanley - SEP / Traditional IRA ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF] | Not specified |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Oakmark International Fund Institutional Class (OANIX) [MF] | Not specified |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX) [MF] | Not specified |
| Tusk Strategies Inc. Retirement Plan ⇒ VIP Portfolio [OT] | Not specified |
| Wealthfront ⇒ Wealthfront Risk Parity Fund Class W (WFRPX) [MF] | Not specified |
| WPP - Vanguard - The Savings & Investment Plan ⇒ AmerFunds Euro Pacific GR R6 [MF] | Not specified |
| WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Price Inc Mid Cap Eq GR [MF] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard Small-Cap ETF (VB) [EF] | Not specified |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | Not specified |
| Morgan Stanley - Portfolio Management ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | Not specified |