Steward Partners Investment Advisory’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.8K	Buy	3,250 +2,250	+225%	+$42.1K	﹤0.01%	2382
2025 Q1	$20K	Hold	1,000	–	–	﹤0.01%	2808
2024 Q4	$20.7K	Buy	+1,000	New	+$20.7K	﹤0.01%	2777