TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Mowery & Schoenfeld Wealth Management, LLC's Holding History (CIK: 0002019946)

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

Q4 2025
Shares 657 Value ($000) $32 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 226 Value ($000) $10 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 226 Value ($000) $10 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 226 Value ($000) $9 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 254 Value ($000) $11 Avg Close $42.32 Range $38.70 - $46.75