TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 15,173 Value ($000) $747 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 15,161 Value ($000) $693 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 14,878 Value ($000) $672 Avg Close $38.00 Range $32.34 - $42.24