TRAVELERS COMPANIES INC

Ticker: TRV CUSIP: 89417E109 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025

Shares 1,354 Value ($000) $393 Avg Close $280.61 Range $251.27 - $295.68

Q3 2025

Shares 1,395 Value ($000) $389 Avg Close $265.92 Range $247.21 - $278.96

Q2 2025

Shares 1,414 Value ($000) $378 Avg Close $260.70 Range $227.66 - $274.49

Q2 2023

Shares 100 Value ($000) $17 Avg Close $167.74 Range $158.60 - $176.42

Q1 2023

Shares 100 Value ($000) $17 Avg Close $172.02 Range $153.21 - $183.76

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,354	$393	$280.61	$251.27 - $295.68
Q3 2025	1,395	$389	$265.92	$247.21 - $278.96
Q2 2025	1,414	$378	$260.70	$227.66 - $274.49
Q2 2023	100	$17	$167.74	$158.60 - $176.42
Q1 2023	100	$17	$172.02	$153.21 - $183.76