TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 5,855 Value ($000) $288 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 5,168 Value ($000) $236 Avg Close $44.34 Range $40.99 - $46.92