SOUTHERN FIRST BANCSHARES

Ticker: SFST CUSIP: 842873101 Class: Common Stock

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

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

Q4 2025
Shares 11 Value ($000) $1 Avg Close $47.95 Range $40.90 - $56.73
Q3 2025
Shares 13 Value ($000) $1 Avg Close $42.72 Range $38.30 - $46.40
Q2 2025
Shares 2 Value ($000) $0 Avg Close $35.08 Range $29.14 - $39.73
Q1 2025
Shares 13 Value ($000) $0 Avg Close $35.05 Range $31.80 - $39.83