TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q2 2025

Shares 5,488 Value ($000) $236 Avg Close $38.00 Range $32.34 - $42.24

Q3 2021

Shares 3,121 Value ($000) $183 Avg Close $45.12 Range $41.69 - $49.22

Q4 2019

Shares 3,708 Value ($000) $209 Avg Close $40.89 Range $37.59 - $43.13

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	5,488	$236	$38.00	$32.34 - $42.24
Q3 2021	3,121	$183	$45.12	$41.69 - $49.22
Q4 2019	3,708	$209	$40.89	$37.59 - $43.13