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APPLETON PARTNERS INC
> MS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | MORGAN STANLEY | MS | 151,795 | 4,189 | 12,397,000 | -209,000 | $81.67 |
| 06/30/2023 | MORGAN STANLEY | MS | 147,606 | 39,744 | 12,606,000 | 4,402,000 | $85.40 |
| 06/30/2022 | MORGAN STANLEY | MS | 107,862 | 2,606 | 8,204,000 | -995,000 | $76.06 |
| 03/31/2022 | MORGAN STANLEY | MS | 105,256 | 9,582 | 9,199,000 | -192,000 | $87.40 |
| 12/31/2021 | MORGAN STANLEY | MS | 95,674 | 16,662 | 9,391,000 | 1,702,000 | $98.16 |
| 09/30/2021 | MORGAN STANLEY | MS | 79,012 | 28,281 | 7,689,000 | 3,749,000 | $97.31 |
| 06/30/2021 | MORGAN STANLEY | MS | 66,647 | 15,916 | 6,111,000 | 2,171,000 | $91.69 |
| 03/31/2021 | MORGAN STANLEY | MS | 50,731 | 16,663 | 3,940,000 | 1,605,000 | $77.66 |
| 12/31/2020 | MORGAN STANLEY | MS | 34,068 | -1,104 | 2,335,000 | 634,000 | $68.54 |
| 09/30/2020 | MORGAN STANLEY | MS | 35,172 | -737 | 1,701,000 | -33,000 | $48.36 |
| 06/30/2020 | MORGAN STANLEY | MS | 35,909 | -176 | 1,734,000 | 507,000 | $48.29 |
| 03/31/2020 | MORGAN STANLEY | MS | 36,085 | -1,040 | 1,227,000 | -671,000 | $34.00 |
| 12/31/2019 | MORGAN STANLEY | MS | 37,125 | 154 | 1,898,000 | 320,000 | $51.12 |
| 09/30/2019 | MORGAN STANLEY | MS | 36,971 | 246 | 1,578,000 | -31,000 | $42.68 |
| 06/30/2019 | MORGAN STANLEY | MS | 36,725 | 3,630 | 1,609,000 | 212,000 | $43.81 |
| 03/31/2019 | MORGAN STANLEY | MS | 33,095 | 6,520 | 1,397,000 | 343,000 | $42.21 |
| 12/31/2018 | MORGAN STANLEY | MS | 26,575 | -2,510 | 1,054,000 | -300,000 | $39.66 |
| 09/30/2018 | MORGAN STANLEY | MS | 29,085 | 1,220 | 1,354,000 | 33,000 | $46.55 |
| 06/30/2018 | MORGAN STANLEY | MS | 27,865 | 5,675 | 1,321,000 | 124,000 | $47.41 |
| 03/31/2018 | MORGAN STANLEY | MS | 22,190 | 6,415 | 1,197,000 | 369,000 | $53.94 |
| 12/31/2017 | MORGAN STANLEY | MS | 15,775 | 2,945 | 828,000 | 210,000 | $52.49 |
| 09/30/2017 | MORGAN STANLEY | MS | 12,830 | 7,485 | 618,000 | 380,000 | $48.17 |
| 06/30/2017 | MORGAN STANLEY | MS | 5,345 | 0 | 238,000 | 9,000 | $44.53 |
| 03/31/2017 | MORGAN STANLEY | MS | 5,345 | -62 | 229,000 | 1,000 | $42.84 |
| 12/31/2016 | MORGAN STANLEY | MS | 5,407 | 5,407 | 228,000 | 228,000 | $42.17 |
| 03/31/2009 | MORGAN STANLEY | MS | 0 | -4,558 | 0 | -242,075 | |
| 03/31/2008 | MORGAN STANLEY | MS | 0 | -4,558 | 0 | -242,075 | |
| 12/31/2007 | MORGAN STANLEY | MS | 4,558 | 144 | 242,075 | -36,007 | $53.11 |
| 09/30/2007 | MORGAN STANLEY | MS | 4,414 | -75 | 278,082 | -35,609 | $63.00 |
| 06/30/2007 | MORGAN STANLEY | MS | 4,489 | -100 | 313,691 | -47,739 | $69.88 |
| 03/31/2007 | MORGAN STANLEY | MS | 4,589 | 300 | 361,430 | 12,177 | $78.76 |
| 12/31/2006 | MORGAN STANLEY | MS | 4,289 | 0 | 349,253 | 36,542 | $81.43 |
| 09/30/2006 | MORGAN STANLEY | MS | 4,289 | 200 | 312,711 | 54,245 | $72.91 |
| 06/30/2006 | MORGAN STANLEY | MS | 4,089 | 0 | 258,466 | 1,595 | $63.21 |
| 03/31/2006 | MORGAN STANLEY | MS | 4,089 | 0 | 256,871 | 24,861 | $62.82 |
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