NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

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

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

Q4 2025
Shares 496 Value ($000) $68 Avg Close — Range —
Q3 2025
Shares 498 Value ($000) $64 Avg Close — Range —
Q2 2025
Shares 136 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 127 Value ($000) $14 Avg Close — Range —
Q4 2024
Shares 129 Value ($000) $13 Avg Close — Range —
Q3 2024
Shares 102 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 83 Value ($000) $9 Avg Close — Range —