KKR & CO INC

Ticker: KKR CUSIP: 48251W104 Class: COM

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

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

Q4 2025
Shares 81 Value ($000) $10 Avg Close $124.29 Range $111.92 - $144.84
Q3 2025
Shares 88 Value ($000) $12 Avg Close $141.65 Range $126.37 - $153.43
Q2 2025
Shares 81 Value ($000) $11 Avg Close $116.65 Range $85.77 - $135.75
Q1 2025
Shares 7 Value ($000) $1 Avg Close $136.88 Range $104.83 - $169.44
Q4 2024
Shares 8 Value ($000) $1 Avg Close $145.82 Range $127.81 - $162.76
Q1 2024
Shares 15 Value ($000) $2 Avg Close $90.96 Range $78.02 - $102.43