SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

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

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

Q4 2025
Shares 1,551 Value ($000) $30 Avg Close — Range —
Q3 2025
Shares 1,584 Value ($000) $27 Avg Close — Range —