TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 479 Value ($000) $24 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 494 Value ($000) $23 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 114 Value ($000) $5 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 122 Value ($000) $5 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 1,232 Value ($000) $53 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 1,200 Value ($000) $51 Avg Close $39.58 Range $35.22 - $42.17
Q1 2023
Shares 225 Value ($000) $8 Avg Close $37.29 Range $24.64 - $43.54