TD Asset Management’s TWFG, Inc. Common Stock TWFG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Buy	57,394 +4,452	+8%	+$156K	﹤0.01%	939
2025 Q1	$1.64M	Buy	52,942 +10,666	+25%	+$330K	﹤0.01%	1009
2024 Q4	$1.3M	Buy	42,276 +20,600	+95%	+$634K	﹤0.01%	1083
2024 Q3	$608K	Buy	+21,676	New	+$608K	﹤0.01%	1274