TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025

Shares 6,183 Value ($000) $304 Avg Close $45.80 Range $40.31 - $50.86

Q1 2023

Shares 180,070 Value ($000) $6,140 Avg Close $37.29 Range $24.64 - $43.54

Q4 2022

Shares 177,070 Value ($000) $7,619 Avg Close $37.08 Range $33.59 - $40.32

Q2 2020

Shares 115,104 Value ($000) $4,065 Avg Close $27.74 Range $20.18 - $36.06

Q1 2020

Shares 102,643 Value ($000) $3,056 Avg Close $35.97 Range $18.34 - $42.95

Q4 2019

Shares 106,248 Value ($000) $5,810 Avg Close $40.89 Range $37.59 - $43.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,183	$304	$45.80	$40.31 - $50.86
Q1 2023	180,070	$6,140	$37.29	$24.64 - $43.54
Q4 2022	177,070	$7,619	$37.08	$33.59 - $40.32
Q2 2020	115,104	$4,065	$27.74	$20.18 - $36.06
Q1 2020	102,643	$3,056	$35.97	$18.34 - $42.95
Q4 2019	106,248	$5,810	$40.89	$37.59 - $43.13