WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 508 Value ($000) $47 Avg Close $86.63 Range $77.21 - $95.85
Q1 2025
Shares 24 Value ($000) $2 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 15 Value ($000) $1 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 15 Value ($000) $1 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 15 Value ($000) $1 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 15 Value ($000) $1 Avg Close $50.13 Range $43.98 - $56.12
Q2 2022
Shares 7,955 Value ($000) $319 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 14,294 Value ($000) $693 Avg Close $48.49 Range $41.53 - $54.72