TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q3 2025
Shares 1,303 Value ($000) $60 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 1,144 Value ($000) $49 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 1,367 Value ($000) $56 Avg Close $42.69 Range $37.98 - $46.24