WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025

Shares 27,632 Value ($000) $2,575 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 34,483 Value ($000) $2,890 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 43,845 Value ($000) $3,513 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 38,236 Value ($000) $2,745 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 24,881 Value ($000) $1,748 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 21,483 Value ($000) $1,214 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 20,304 Value ($000) $1,206 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 29,046 Value ($000) $1,684 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 30,407 Value ($000) $1,482 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 54,828 Value ($000) $2,240 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 35,664 Value ($000) $1,522 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 40,273 Value ($000) $1,505 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 35,962 Value ($000) $1,485 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 26,074 Value ($000) $1,049 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 16,027 Value ($000) $633 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 11,251 Value ($000) $521 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 9,629 Value ($000) $543 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 4,913 Value ($000) $236 Avg Close $41.59 Range $37.61 - $46.26

Q4 2019

Shares 5,080 Value ($000) $270 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 7,548 Value ($000) $366 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 6,729 Value ($000) $321 Avg Close $39.08 Range $37.09 - $41.29

Q1 2019

Shares 6,159 Value ($000) $298 Avg Close $40.76 Range $37.40 - $43.57

Q4 2018

Shares 6,334 Value ($000) $312 Avg Close $42.03 Range $35.44 - $45.34

Q3 2018

Shares 7,598 Value ($000) $399 Avg Close $46.51 Range $42.82 - $48.64

Q2 2018

Shares 6,073 Value ($000) $337 Avg Close $43.34 Range $40.46 - $46.33

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	27,632	$2,575	$86.63	$77.21 - $95.85
Q3 2025	34,483	$2,890	$80.47	$75.32 - $86.21
Q2 2025	43,845	$3,513	$71.15	$57.46 - $80.20
Q1 2025	38,236	$2,745	$73.70	$64.44 - $79.96
Q4 2024	24,881	$1,748	$66.67	$52.95 - $76.47
Q3 2024	21,483	$1,214	$54.85	$48.43 - $59.08
Q2 2024	20,304	$1,206	$56.87	$53.14 - $60.41
Q1 2024	29,046	$1,684	$50.13	$43.98 - $56.12
Q4 2023	30,407	$1,482	$41.03	$36.28 - $48.41
Q3 2023	54,828	$2,240	$40.69	$38.09 - $44.30
Q2 2023	35,664	$1,522	$37.64	$33.75 - $40.64
Q1 2023	40,273	$1,505	$40.47	$32.80 - $45.45
Q4 2022	35,962	$1,485	$40.83	$36.52 - $44.71
Q3 2022	26,074	$1,049	$39.37	$34.15 - $42.55
Q2 2022	16,027	$633	$39.95	$33.34 - $45.54
Q1 2022	11,251	$521	$48.49	$41.53 - $54.72
Q4 2021	9,629	$543	$44.41	$40.34 - $47.31
Q3 2021	4,913	$236	$41.59	$37.61 - $46.26
Q4 2019	5,080	$270	$44.70	$40.16 - $46.91
Q3 2019	7,548	$366	$39.79	$36.78 - $43.63
Q2 2019	6,729	$321	$39.08	$37.09 - $41.29
Q1 2019	6,159	$298	$40.76	$37.40 - $43.57
Q4 2018	6,334	$312	$42.03	$35.44 - $45.34
Q3 2018	7,598	$399	$46.51	$42.82 - $48.64
Q2 2018	6,073	$337	$43.34	$40.46 - $46.33