WORKIVA INC

Ticker: WK CUSIP: 98139A105 Class: Common Stock

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

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

Q4 2025

Shares 122 Value ($000) $11 Avg Close $88.54 Range $81.05 - $97.09

Q3 2025

Shares 26 Value ($000) $2 Avg Close $75.12 Range $63.80 - $93.00

Q2 2025

Shares 43 Value ($000) $3 Avg Close $68.78 Range $60.50 - $78.45

Q1 2025

Shares 71 Value ($000) $5 Avg Close $94.44 Range $74.40 - $115.49

Q4 2024

Shares 12 Value ($000) $1 Avg Close $92.18 Range $75.71 - $116.83

Q3 2024

Shares 12 Value ($000) $1 Avg Close $75.08 Range $65.47 - $81.58

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	122	$11	$88.54	$81.05 - $97.09
Q3 2025	26	$2	$75.12	$63.80 - $93.00
Q2 2025	43	$3	$68.78	$60.50 - $78.45
Q1 2025	71	$5	$94.44	$74.40 - $115.49
Q4 2024	12	$1	$92.18	$75.71 - $116.83
Q3 2024	12	$1	$75.08	$65.47 - $81.58