TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025

Shares 11,841 Value ($000) $583 Avg Close $45.80 Range $40.31 - $50.86

Q3 2025

Shares 11,454 Value ($000) $524 Avg Close $44.34 Range $40.99 - $46.92

Q2 2025

Shares 14,594 Value ($000) $627 Avg Close $38.00 Range $32.34 - $42.24

Q2 2024

Shares 34,678 Value ($000) $1,347 Avg Close $34.94 Range $32.22 - $37.70

Q1 2024

Shares 33,698 Value ($000) $1,314 Avg Close $33.38 Range $31.43 - $36.08

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,841	$583	$45.80	$40.31 - $50.86
Q3 2025	11,454	$524	$44.34	$40.99 - $46.92
Q2 2025	14,594	$627	$38.00	$32.34 - $42.24
Q2 2024	34,678	$1,347	$34.94	$32.22 - $37.70
Q1 2024	33,698	$1,314	$33.38	$31.43 - $36.08