WHITESTONE REIT

Ticker: WSR CUSIP: 966084204 Class: REIT

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

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

Q4 2025
Shares 26 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 42 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 16 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 27 Value ($000) $0 Avg Close — Range —