TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

MINDSET WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002044232)

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

Q4 2025

Shares 34,667 Value ($000) $1,706 Avg Close $45.80 Range $40.31 - $50.86

Q3 2025

Shares 34,466 Value ($000) $1,576 Avg Close $44.34 Range $40.99 - $46.92

Q2 2025

Shares 35,388 Value ($000) $1,521 Avg Close $38.00 Range $32.34 - $42.24

Q1 2025

Shares 34,823 Value ($000) $1,433 Avg Close $42.69 Range $37.98 - $46.24

Q4 2024

Shares 35,110 Value ($000) $1,523 Avg Close $42.32 Range $38.70 - $46.75

Q3 2024

Shares 36,846 Value ($000) $1,576 Avg Close $39.58 Range $35.22 - $42.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	34,667	$1,706	$45.80	$40.31 - $50.86
Q3 2025	34,466	$1,576	$44.34	$40.99 - $46.92
Q2 2025	35,388	$1,521	$38.00	$32.34 - $42.24
Q1 2025	34,823	$1,433	$42.69	$37.98 - $46.24
Q4 2024	35,110	$1,523	$42.32	$38.70 - $46.75
Q3 2024	36,846	$1,576	$39.58	$35.22 - $42.17