AXOS FINANCIAL INC

Ticker: AX CUSIP: 05465C100 Class: EQTY

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

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

Q4 2025
Shares 432 Value ($000) $37 Avg Close $82.36 Range $74.89 - $89.69
Q3 2025
Shares 433 Value ($000) $37 Avg Close $87.15 Range $75.55 - $93.84
Q2 2025
Shares 433 Value ($000) $33 Avg Close $67.59 Range $54.46 - $77.35
Q1 2025
Shares 196 Value ($000) $13 Avg Close $67.83 Range $61.31 - $73.72
Q3 2024
Shares 45 Value ($000) $3 Avg Close $65.73 Range $56.35 - $79.15