WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025

Shares 15,592 Value ($000) $1,453 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 46,301 Value ($000) $3,881 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 41,023 Value ($000) $3,287 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 33,210 Value ($000) $2,384 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 28,567 Value ($000) $2,007 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 32,982 Value ($000) $1,863 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 38,671 Value ($000) $2,297 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 40,409 Value ($000) $2,342 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 43,900 Value ($000) $2,161 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 56,030 Value ($000) $2,289 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 56,066 Value ($000) $2,393 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 56,838 Value ($000) $2,125 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 42,535 Value ($000) $1,756 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 55,106 Value ($000) $2,216 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 50,425 Value ($000) $1,975 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 48,089 Value ($000) $2,330 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 64,821 Value ($000) $3,110 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 55,499 Value ($000) $2,576 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 10,084 Value ($000) $457 Avg Close $39.98 Range $34.80 - $43.12

Q1 2020

Shares 42,044 Value ($000) $1,207 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 48,740 Value ($000) $2,288 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 47,663 Value ($000) $2,584 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 47,924 Value ($000) $2,195 Avg Close $39.08 Range $37.09 - $41.29

Q1 2019

Shares 47,605 Value ($000) $2,300 Avg Close $40.76 Range $37.40 - $43.57

Q4 2018

Shares 51,288 Value ($000) $2,444 Avg Close $42.03 Range $35.44 - $45.34

Q3 2018

Shares 52,200 Value ($000) $2,797 Avg Close $46.51 Range $42.82 - $48.64

Q2 2018

Shares 52,580 Value ($000) $2,915 Avg Close $43.34 Range $40.46 - $46.33

Q1 2018

Shares 50,471 Value ($000) $2,645 Avg Close $47.72 Range $40.81 - $53.21

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,592	$1,453	$86.63	$77.21 - $95.85
Q3 2025	46,301	$3,881	$80.47	$75.32 - $86.21
Q2 2025	41,023	$3,287	$71.15	$57.46 - $80.20
Q1 2025	33,210	$2,384	$73.70	$64.44 - $79.96
Q4 2024	28,567	$2,007	$66.67	$52.95 - $76.47
Q3 2024	32,982	$1,863	$54.85	$48.43 - $59.08
Q2 2024	38,671	$2,297	$56.87	$53.14 - $60.41
Q1 2024	40,409	$2,342	$50.13	$43.98 - $56.12
Q4 2023	43,900	$2,161	$41.03	$36.28 - $48.41
Q3 2023	56,030	$2,289	$40.69	$38.09 - $44.30
Q2 2023	56,066	$2,393	$37.64	$33.75 - $40.64
Q1 2023	56,838	$2,125	$40.47	$32.80 - $45.45
Q4 2022	42,535	$1,756	$40.83	$36.52 - $44.71
Q3 2022	55,106	$2,216	$39.37	$34.15 - $42.55
Q2 2022	50,425	$1,975	$39.95	$33.34 - $45.54
Q1 2022	48,089	$2,330	$48.49	$41.53 - $54.72
Q4 2021	64,821	$3,110	$44.41	$40.34 - $47.31
Q3 2021	55,499	$2,576	$41.59	$37.61 - $46.26
Q2 2021	10,084	$457	$39.98	$34.80 - $43.12
Q1 2020	42,044	$1,207	$36.64	$21.74 - $46.30
Q4 2019	48,740	$2,288	$44.70	$40.16 - $46.91
Q3 2019	47,663	$2,584	$39.79	$36.78 - $43.63
Q2 2019	47,924	$2,195	$39.08	$37.09 - $41.29
Q1 2019	47,605	$2,300	$40.76	$37.40 - $43.57
Q4 2018	51,288	$2,444	$42.03	$35.44 - $45.34
Q3 2018	52,200	$2,797	$46.51	$42.82 - $48.64
Q2 2018	52,580	$2,915	$43.34	$40.46 - $46.33
Q1 2018	50,471	$2,645	$47.72	$40.81 - $53.21