FINANCIAL INSTNS INC

Ticker: FISI CUSIP: 317585404 Class: Common Stock

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

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

Q4 2025
Shares 40 Value ($000) $1 Avg Close $29.24 Range $25.37 - $33.00
Q3 2025
Shares 40 Value ($000) $1 Avg Close $26.18 Range $24.11 - $27.86
Q3 2024
Shares 17 Value ($000) $0 Avg Close $22.38 Range $17.35 - $25.94