ADVANCED ENERGY INDS

Ticker: AEIS CUSIP: 007973100 Class: EQTY

True Wealth Design, LLC's Holding History (CIK: 0001966033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 72 Value ($000) $15 Avg Close $203.45 Range $167.14 - $231.93

Q3 2025

Shares 72 Value ($000) $12 Avg Close $150.44 Range $128.25 - $179.19

Q2 2025

Shares 72 Value ($000) $10 Avg Close $109.97 Range $74.86 - $135.80

Q1 2025

Shares 36 Value ($000) $3 Avg Close $113.96 Range $90.92 - $131.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	72	$15	$203.45	$167.14 - $231.93
Q3 2025	72	$12	$150.44	$128.25 - $179.19
Q2 2025	72	$10	$109.97	$74.86 - $135.80
Q1 2025	36	$3	$113.96	$90.92 - $131.79