WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025

Shares 14,758 Value ($000) $1,375 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 14,720 Value ($000) $1,234 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 14,720 Value ($000) $1,179 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 14,680 Value ($000) $1,054 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 15,680 Value ($000) $1,101 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 15,680 Value ($000) $886 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 15,680 Value ($000) $931 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 19,081 Value ($000) $1,106 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 17,778 Value ($000) $875 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 17,822 Value ($000) $728 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 17,822 Value ($000) $761 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 18,355 Value ($000) $686 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 18,355 Value ($000) $758 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 18,434 Value ($000) $741 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 18,434 Value ($000) $722 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 18,580 Value ($000) $900 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 19,470 Value ($000) $934 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 21,364 Value ($000) $992 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 21,374 Value ($000) $968 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 22,665 Value ($000) $886 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 21,402 Value ($000) $646 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 8,649 Value ($000) $203 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 11,365 Value ($000) $291 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 11,595 Value ($000) $333 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 18,811 Value ($000) $1,012 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 19,036 Value ($000) $960 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 8,515 Value ($000) $403 Avg Close $39.08 Range $37.09 - $41.29

Q1 2019

Shares 8,140 Value ($000) $393 Avg Close $40.76 Range $37.40 - $43.57

Q4 2018

Shares 7,980 Value ($000) $368 Avg Close $42.03 Range $35.44 - $45.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,758	$1,375	$86.63	$77.21 - $95.85
Q3 2025	14,720	$1,234	$80.47	$75.32 - $86.21
Q2 2025	14,720	$1,179	$71.15	$57.46 - $80.20
Q1 2025	14,680	$1,054	$73.70	$64.44 - $79.96
Q4 2024	15,680	$1,101	$66.67	$52.95 - $76.47
Q3 2024	15,680	$886	$54.85	$48.43 - $59.08
Q2 2024	15,680	$931	$56.87	$53.14 - $60.41
Q1 2024	19,081	$1,106	$50.13	$43.98 - $56.12
Q4 2023	17,778	$875	$41.03	$36.28 - $48.41
Q3 2023	17,822	$728	$40.69	$38.09 - $44.30
Q2 2023	17,822	$761	$37.64	$33.75 - $40.64
Q1 2023	18,355	$686	$40.47	$32.80 - $45.45
Q4 2022	18,355	$758	$40.83	$36.52 - $44.71
Q3 2022	18,434	$741	$39.37	$34.15 - $42.55
Q2 2022	18,434	$722	$39.95	$33.34 - $45.54
Q1 2022	18,580	$900	$48.49	$41.53 - $54.72
Q4 2021	19,470	$934	$44.41	$40.34 - $47.31
Q3 2021	21,364	$992	$41.59	$37.61 - $46.26
Q2 2021	21,374	$968	$39.98	$34.80 - $43.12
Q1 2021	22,665	$886	$31.62	$26.20 - $37.14
Q4 2020	21,402	$646	$23.04	$18.42 - $27.17
Q3 2020	8,649	$203	$21.83	$20.01 - $23.72
Q2 2020	11,365	$291	$23.98	$19.44 - $29.94
Q1 2020	11,595	$333	$36.64	$21.74 - $46.30
Q4 2019	18,811	$1,012	$44.70	$40.16 - $46.91
Q3 2019	19,036	$960	$39.79	$36.78 - $43.63
Q2 2019	8,515	$403	$39.08	$37.09 - $41.29
Q1 2019	8,140	$393	$40.76	$37.40 - $43.57
Q4 2018	7,980	$368	$42.03	$35.44 - $45.34