True Wealth Design’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$947	Buy	9 +6	+200%	+$631	﹤0.01%	1487
2025 Q1	$304	Buy	+3	New	+$304	﹤0.01%	1769