Morgan Stanley Investor Conference Presentation Deck

Morgan Stanley End Notes These notes refer to metrics and/or terms presented on Slide 10: 1. Pilot Conversion Rates represents conversion of eligible workplace participants to advice relationships, data as of May 2022. Base Conversion Rate conversion of leads distributed to Financial Advisors over the prior 12 months. Digital Warming conversion of participants attending MS at Work events held in 3Q 2021. Corporate Events conversion of participants attending MS at Work IPO focused events held in 1Q 2021 and 2Q 2021. Relationship Manager (RM) Referrals conversion of participants contacting call center supporting workplace participants in 2022. Exec RM Referrals conversic of executive referrals in 2022. 14

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