LIVE OAK BANCSHARES INC

Ticker: LOB CUSIP: 53803X105 Class: COM

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

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

Q4 2025

Shares 14 Value ($000) $0 Avg Close $33.48 Range $29.36 - $37.00

Q3 2025

Shares 14 Value ($000) $0 Avg Close $34.45 Range $29.60 - $39.16

Q2 2025

Shares 14 Value ($000) $0 Avg Close $26.97 Range $22.68 - $30.38

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14	$0	$33.48	$29.36 - $37.00
Q3 2025	14	$0	$34.45	$29.60 - $39.16
Q2 2025	14	$0	$26.97	$22.68 - $30.38