PIPER SANDLER COMPANIES

Ticker: PIPR CUSIP: 724078100 Class: EQTY

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

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

Q4 2025
Shares 3 Value ($000) $1 Avg Close $337.82 Range $308.86 - $372.75
Q3 2025
Shares 3 Value ($000) $1 Avg Close $326.18 Range $274.99 - $374.77
Q2 2025
Shares 3 Value ($000) $1 Avg Close $249.18 Range $202.91 - $286.41
Q1 2025
Shares 3 Value ($000) $1 Avg Close $286.30 Range $238.37 - $333.09