PHILLIPS EDISON & CO INC

Ticker: PECO CUSIP: 71844V201 Class: COMMON STOCK

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

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

Q4 2025
Shares 631 Value ($000) $22 Avg Close — Range —
Q3 2025
Shares 570 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 565 Value ($000) $20 Avg Close — Range —
Q1 2025
Shares 560 Value ($000) $20 Avg Close — Range —
Q4 2024
Shares 555 Value ($000) $21 Avg Close — Range —
Q3 2024
Shares 551 Value ($000) $21 Avg Close — Range —
Q4 2023
Shares 515 Value ($000) $19 Avg Close — Range —
Q3 2023
Shares 510 Value ($000) $17 Avg Close — Range —
Q2 2023
Shares 506 Value ($000) $17 Avg Close — Range —
Q1 2023
Shares 501 Value ($000) $16 Avg Close — Range —
Q4 2022
Shares 500 Value ($000) $16 Avg Close — Range —