WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025

Shares 43,072 Value ($000) $4,014 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 42,836 Value ($000) $3,591 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 44,354 Value ($000) $3,554 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 49,393 Value ($000) $3,546 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 51,805 Value ($000) $3,639 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 54,825 Value ($000) $3,097 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 58,288 Value ($000) $3,462 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 57,300 Value ($000) $3,321 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 49,060 Value ($000) $2,415 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 47,707 Value ($000) $1,949 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 49,521 Value ($000) $2,114 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 49,251 Value ($000) $1,841 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 44,692 Value ($000) $1,845 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 45,656 Value ($000) $1,836 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 62,610 Value ($000) $2,452 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 60,297 Value ($000) $2,922 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 31,008 Value ($000) $1,487 Avg Close $44.41 Range $40.34 - $47.31

Q4 2020

Shares 21,222 Value ($000) $640 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 21,222 Value ($000) $498 Avg Close $21.83 Range $20.01 - $23.72

Q1 2020

Shares 10,490 Value ($000) $301 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 10,490 Value ($000) $564 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 11,690 Value ($000) $590 Avg Close $39.79 Range $36.78 - $43.63

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	43,072	$4,014	$86.63	$77.21 - $95.85
Q3 2025	42,836	$3,591	$80.47	$75.32 - $86.21
Q2 2025	44,354	$3,554	$71.15	$57.46 - $80.20
Q1 2025	49,393	$3,546	$73.70	$64.44 - $79.96
Q4 2024	51,805	$3,639	$66.67	$52.95 - $76.47
Q3 2024	54,825	$3,097	$54.85	$48.43 - $59.08
Q2 2024	58,288	$3,462	$56.87	$53.14 - $60.41
Q1 2024	57,300	$3,321	$50.13	$43.98 - $56.12
Q4 2023	49,060	$2,415	$41.03	$36.28 - $48.41
Q3 2023	47,707	$1,949	$40.69	$38.09 - $44.30
Q2 2023	49,521	$2,114	$37.64	$33.75 - $40.64
Q1 2023	49,251	$1,841	$40.47	$32.80 - $45.45
Q4 2022	44,692	$1,845	$40.83	$36.52 - $44.71
Q3 2022	45,656	$1,836	$39.37	$34.15 - $42.55
Q2 2022	62,610	$2,452	$39.95	$33.34 - $45.54
Q1 2022	60,297	$2,922	$48.49	$41.53 - $54.72
Q4 2021	31,008	$1,487	$44.41	$40.34 - $47.31
Q4 2020	21,222	$640	$23.04	$18.42 - $27.17
Q3 2020	21,222	$498	$21.83	$20.01 - $23.72
Q1 2020	10,490	$301	$36.64	$21.74 - $46.30
Q4 2019	10,490	$564	$44.70	$40.16 - $46.91
Q3 2019	11,690	$590	$39.79	$36.78 - $43.63