WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025

Shares 3,728 Value ($000) $347 Avg Close $86.63 Range $77.21 - $95.85

Q1 2025

Shares 3,110 Value ($000) $223 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 3,110 Value ($000) $218 Avg Close $66.67 Range $52.95 - $76.47

Q1 2024

Shares 6,662 Value ($000) $401 Avg Close $50.13 Range $43.98 - $56.12

Q2 2023

Shares 8,216 Value ($000) $379 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 35,283 Value ($000) $1 Avg Close $40.47 Range $32.80 - $45.45

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,728	$347	$86.63	$77.21 - $95.85
Q1 2025	3,110	$223	$73.70	$64.44 - $79.96
Q4 2024	3,110	$218	$66.67	$52.95 - $76.47
Q1 2024	6,662	$401	$50.13	$43.98 - $56.12
Q2 2023	8,216	$379	$37.64	$33.75 - $40.64
Q1 2023	35,283	$1	$40.47	$32.80 - $45.45