True Wealth Design, LLC EA SERIES TRUST Transaction History

True Wealth Design, LLC

371,368

Previous 572,712 35.16%

$41.8 Billion

Previous $63.9 Billion 34.46%

14.75%

Previous 24.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	N/A	-201,344 Reduced 35.16%	371,368 $41.8 Billion
Q1 2025 May 13, 2025	BUY	N/A	8,233 Added 1.46%	572,712 $63.9 Billion
Q4 2024 Feb 14, 2025	BUY	N/A	43,496 Added 8.35%	564,479 $62.3 Billion
Q3 2024 Nov 14, 2024	SELL	N/A	-36,272 Reduced 6.51%	520,983 $56.8 Billion
Q2 2024 Aug 14, 2024	BUY	N/A	87,036 Added 18.51%	557,255 $60.1 Billion
Q1 2024 May 14, 2024	BUY	N/A	15,667 Added 3.45%	470,219 $50.1 Billion
Q4 2023 Feb 14, 2024	BUY	N/A	149,230 Added 48.88%	454,552 $47.8 Billion
Q3 2023 Nov 13, 2023	BUY	N/A	59,610 Added 24.26%	305,322 $31.7 Billion
Q2 2023 Aug 14, 2023	BUY	N/A	231,388 Added 1615.39%	245,712 $25.2 Billion
Q1 2023 May 12, 2023	BUY	N/A	14,324 New	14,324 $1.45 Billion

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