TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025

Shares 6,597 Value ($000) $325 Avg Close $45.80 Range $40.31 - $50.86

Q3 2025

Shares 6,624 Value ($000) $303 Avg Close $44.34 Range $40.99 - $46.92

Q2 2025

Shares 6,620 Value ($000) $285 Avg Close $38.00 Range $32.34 - $42.24

Q4 2024

Shares 4,627 Value ($000) $201 Avg Close $42.32 Range $38.70 - $46.75

Q3 2024

Shares 5,572 Value ($000) $238 Avg Close $39.58 Range $35.22 - $42.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,597	$325	$45.80	$40.31 - $50.86
Q3 2025	6,624	$303	$44.34	$40.99 - $46.92
Q2 2025	6,620	$285	$38.00	$32.34 - $42.24
Q4 2024	4,627	$201	$42.32	$38.70 - $46.75
Q3 2024	5,572	$238	$39.58	$35.22 - $42.17