MORGAN STANLEY – Q2 2026 PF Holdings AUM: $1.87T NEWLY BOUGHT Top-25: #SPCX #HONA #CBRS #FDXF #MAIR #CORO #DRAM #GGOV #OGC #GOOGN #MSBT #AYA #SMCIP #WSE #CSEN #XE #TRAX #BBEM #PSUS #QNT #GOOGM #CBRG #FRVO #INIO #BGCG INCREASED Top-25: #NVDA #MSFT #AMZN #AVGO #GOOG #IWF #META #IVV #VOO #LLY #CRWD #VUG #MU #WMT #XOM #JNJ #IEFA #IEMG #COST #AMD #BND #NFLX #CSCO #ABBV #VTV NO-CHANGE Top-25: #AOMR #BSOL #PEPS #HYBB #PCL #MATE #TEMD #HYDW #CEE #GSOL #GDE #FSOL #MUNC #CCRP #ACVF #PEZ #EMSF #REFA #SURE #QLC #HYPD #PNOV #OPHC #VEGN #PSEP REDUCED Top-25: #AAPL #GOOGL #SPY #JPM #TSLA #V #QQQ #BRK.B #IWD #MA #KO #PG #PANW #CVX #RSP #GEV #NEE #UNH #UBER #IWM #TMO #VEA #AMGN #GLD #IBM SOLD-OFF Top-15: #DAWN #EFZ #GOVZ #GGR #BFRZ #MTEN #CMDY #CRCA #BAMD #HCTI #RSST #FDNI #LFS #ASBP #CCOR Positive Returns (YTD): #CRCA:+237% #DAWN:+143% #EFZ:+76% #CMDY:+24% #RSST:+19% #BAMD:+17% #BFRZ:+2% #CCOR:+1% Negative Returns (YTD): #MTEN:-99% #HCTI:-97% #ASBP:-95% #GGR:-25% #FDNI:-18% #LFS:-12% #GOVZ:-10% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 net investment value - Returns are presented on a YTD basis