UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025

Shares 14 Value ($000) $2 Avg Close $113.28 Range $103.38 - $121.89

Q3 2025

Shares 15 Value ($000) $2 Avg Close $115.25 Range $103.07 - $126.14

Q2 2025

Shares 9 Value ($000) $1 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 3 Value ($000) $0 Avg Close $110.25 Range $94.90 - $124.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14	$2	$113.28	$103.38 - $121.89
Q3 2025	15	$2	$115.25	$103.07 - $126.14
Q2 2025	9	$1	$99.71	$82.00 - $109.46
Q1 2025	3	$0	$110.25	$94.90 - $124.27