TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 8,624 Value ($000) $424 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 8,623 Value ($000) $394 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 8,915 Value ($000) $383 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 9,609 Value ($000) $395 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 9,600 Value ($000) $416 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 9,590 Value ($000) $410 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 9,581 Value ($000) $372 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 9,570 Value ($000) $373 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 9,379 Value ($000) $346 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 9,333 Value ($000) $267 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 9,320 Value ($000) $283 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 9,308 Value ($000) $317 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 9,300 Value ($000) $400 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 9,291 Value ($000) $405 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 9,283 Value ($000) $440 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 9,276 Value ($000) $526 Avg Close $50.63 Range $46.21 - $56.29