STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

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

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

Q4 2025

Shares 470 Value ($000) $59 Avg Close $119.59 Range $106.56 - $133.08

Q3 2025

Shares 182 Value ($000) $21 Avg Close $111.58 Range $102.42 - $116.58

Q2 2025

Shares 37 Value ($000) $4 Avg Close $91.11 Range $72.35 - $104.10

Q1 2025

Shares 71 Value ($000) $7 Avg Close $104.11 Range $89.30 - $118.61

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	470	$59	$119.59	$106.56 - $133.08
Q3 2025	182	$21	$111.58	$102.42 - $116.58
Q2 2025	37	$4	$91.11	$72.35 - $104.10
Q1 2025	71	$7	$104.11	$89.30 - $118.61