BOK FINL CORP

Ticker: BOKF CUSIP: 05561Q201 Class: Common Stock

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

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

Q4 2025

Shares 17 Value ($000) $2 Avg Close $111.30 Range $101.79 - $121.58

Q3 2025

Shares 18 Value ($000) $2 Avg Close $105.50 Range $95.36 - $112.98

Q2 2025

Shares 11 Value ($000) $1 Avg Close $92.32 Range $83.25 - $101.91

Q1 2025

Shares 234 Value ($000) $24 Avg Close $104.86 Range $95.73 - $113.21

Q4 2024

Shares 282 Value ($000) $30 Avg Close $108.41 Range $96.80 - $118.36

Q3 2024

Shares 169 Value ($000) $18 Avg Close $97.22 Range $83.25 - $104.63

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17	$2	$111.30	$101.79 - $121.58
Q3 2025	18	$2	$105.50	$95.36 - $112.98
Q2 2025	11	$1	$92.32	$83.25 - $101.91
Q1 2025	234	$24	$104.86	$95.73 - $113.21
Q4 2024	282	$30	$108.41	$96.80 - $118.36
Q3 2024	169	$18	$97.22	$83.25 - $104.63