TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 1,063 Value ($000) $52 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 205 Value ($000) $9 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 205 Value ($000) $9 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 7 Value ($000) $0 Avg Close $42.69 Range $37.98 - $46.24
Q4 2023
Shares 145 Value ($000) $5 Avg Close $28.22 Range $23.63 - $34.24
Q2 2023
Shares 28,685 Value ($000) $871 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 30,595 Value ($000) $1,043 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 28,613 Value ($000) $1,231 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 25,037 Value ($000) $1,090 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 21,088 Value ($000) $1,026 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 14 Value ($000) $1 Avg Close $50.63 Range $46.21 - $56.29