WINTRUST FINL CORP

Ticker: WTFC CUSIP: 97650W108 Class: Com

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

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

Q4 2025
Shares 86 Value ($000) $12 Avg Close $132.99 Range $119.61 - $144.70
Q3 2025
Shares 80 Value ($000) $11 Avg Close $132.05 Range $121.81 - $141.69
Q2 2025
Shares 45 Value ($000) $6 Avg Close $114.70 Range $89.10 - $125.20
Q1 2025
Shares 23 Value ($000) $3 Avg Close $123.58 Range $106.56 - $137.95