AMERIPRISE FINL INC

Ticker: AMP CUSIP: 03076C106 Class: COM

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

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

Q4 2025
Shares 251 Value ($000) $123 Avg Close $473.82 Range $431.13 - $507.00
Q3 2025
Shares 61 Value ($000) $30 Avg Close $510.14 Range $480.74 - $544.82
Q2 2025
Shares 45 Value ($000) $24 Avg Close $490.23 Range $392.21 - $530.79
Q1 2025
Shares 3 Value ($000) $1 Avg Close $518.64 Range $464.12 - $574.69
Q4 2024
Shares 9 Value ($000) $5 Avg Close $526.39 Range $458.76 - $569.70