WSFS FINL CORP

Ticker: WSFS CUSIP: 929328102 Class: Common Stock

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

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

Q4 2025
Shares 36 Value ($000) $2 Avg Close $54.72 Range $49.92 - $58.86
Q3 2025
Shares 28 Value ($000) $2 Avg Close $56.46 Range $52.58 - $59.67
Q2 2025
Shares 28 Value ($000) $2 Avg Close $51.93 Range $42.44 - $57.06
Q1 2025
Shares 29 Value ($000) $2 Avg Close $53.85 Range $49.65 - $59.43