TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 8,736 Value ($000) $430 Avg Close $45.80 Range $40.31 - $50.86
Q2 2025
Shares 8,336 Value ($000) $358 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 8,036 Value ($000) $331 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 8,036 Value ($000) $349 Avg Close $42.32 Range $38.70 - $46.75