VELOCITY FINL INC

Ticker: VEL CUSIP: 92262D101 Class: Common Stock

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

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

Q4 2025

Shares 19 Value ($000) $0 Avg Close $18.78 Range $17.61 - $21.04

Q3 2025

Shares 17 Value ($000) $0 Avg Close $18.25 Range $16.19 - $19.36

Q2 2025

Shares 33 Value ($000) $1 Avg Close $17.52 Range $16.12 - $19.50

Q1 2025

Shares 158 Value ($000) $3 Avg Close $18.82 Range $17.90 - $20.98

Q4 2024

Shares 103 Value ($000) $2 Avg Close $19.87 Range $17.93 - $20.85

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19	$0	$18.78	$17.61 - $21.04
Q3 2025	17	$0	$18.25	$16.19 - $19.36
Q2 2025	33	$1	$17.52	$16.12 - $19.50
Q1 2025	158	$3	$18.82	$17.90 - $20.98
Q4 2024	103	$2	$19.87	$17.93 - $20.85