WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

XML Financial, LLC's Holding History (CIK: 0001800465)

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

Q4 2025

Shares 8,870 Value ($000) $827 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 12,701 Value ($000) $1,065 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 12,971 Value ($000) $1,039 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 16,359 Value ($000) $1,174 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 16,230 Value ($000) $1,140 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 18,674 Value ($000) $1,055 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 20,274 Value ($000) $1,204 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 20,189 Value ($000) $1,170 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 20,288 Value ($000) $999 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 19,078 Value ($000) $780 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 17,920 Value ($000) $765 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 17,647 Value ($000) $652 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 19,089 Value ($000) $788 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 17,491 Value ($000) $703 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 16,591 Value ($000) $650 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 17,219 Value ($000) $834 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 17,149 Value ($000) $823 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 16,659 Value ($000) $773 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 16,686 Value ($000) $756 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 16,715 Value ($000) $653 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 17,893 Value ($000) $540 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 17,631 Value ($000) $415 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 24,599 Value ($000) $630 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 14,355 Value ($000) $412 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 8,093 Value ($000) $435 Avg Close $44.70 Range $40.16 - $46.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,870	$827	$86.63	$77.21 - $95.85
Q3 2025	12,701	$1,065	$80.47	$75.32 - $86.21
Q2 2025	12,971	$1,039	$71.15	$57.46 - $80.20
Q1 2025	16,359	$1,174	$73.70	$64.44 - $79.96
Q4 2024	16,230	$1,140	$66.67	$52.95 - $76.47
Q3 2024	18,674	$1,055	$54.85	$48.43 - $59.08
Q2 2024	20,274	$1,204	$56.87	$53.14 - $60.41
Q1 2024	20,189	$1,170	$50.13	$43.98 - $56.12
Q4 2023	20,288	$999	$41.03	$36.28 - $48.41
Q3 2023	19,078	$780	$40.69	$38.09 - $44.30
Q2 2023	17,920	$765	$37.64	$33.75 - $40.64
Q1 2023	17,647	$652	$40.47	$32.80 - $45.45
Q4 2022	19,089	$788	$40.83	$36.52 - $44.71
Q3 2022	17,491	$703	$39.37	$34.15 - $42.55
Q2 2022	16,591	$650	$39.95	$33.34 - $45.54
Q1 2022	17,219	$834	$48.49	$41.53 - $54.72
Q4 2021	17,149	$823	$44.41	$40.34 - $47.31
Q3 2021	16,659	$773	$41.59	$37.61 - $46.26
Q2 2021	16,686	$756	$39.98	$34.80 - $43.12
Q1 2021	16,715	$653	$31.62	$26.20 - $37.14
Q4 2020	17,893	$540	$23.04	$18.42 - $27.17
Q3 2020	17,631	$415	$21.83	$20.01 - $23.72
Q2 2020	24,599	$630	$23.98	$19.44 - $29.94
Q1 2020	14,355	$412	$36.64	$21.74 - $46.30
Q4 2019	8,093	$435	$44.70	$40.16 - $46.91