UNIVEST FINANCIAL CORPORATIO

Ticker: UVSP CUSIP: 915271100 Class: Common Stock

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

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

Q4 2025

Shares 57 Value ($000) $2 Avg Close $31.32 Range $28.04 - $35.65

Q3 2025

Shares 55 Value ($000) $2 Avg Close $30.71 Range $27.91 - $32.86

Q2 2025

Shares 13 Value ($000) $0 Avg Close $29.11 Range $22.83 - $31.78

Q1 2025

Shares 11 Value ($000) $0 Avg Close $29.59 Range $27.11 - $31.79

Q3 2024

Shares 31 Value ($000) $1 Avg Close $26.66 Range $21.73 - $29.49

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	57	$2	$31.32	$28.04 - $35.65
Q3 2025	55	$2	$30.71	$27.91 - $32.86
Q2 2025	13	$0	$29.11	$22.83 - $31.78
Q1 2025	11	$0	$29.59	$27.11 - $31.79
Q3 2024	31	$1	$26.66	$21.73 - $29.49