True Wealth Design’s a.k.a. Brands AKA Stock Holding History

True Wealth Design’s Portfolio AKA Stock Details AKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$20	Hold
2025 Q2	$21	Hold
2025 Q1	$27	Buy