WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025

Shares 6,201 Value ($000) $578 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 6,528 Value ($000) $547 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 10,156 Value ($000) $814 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 3,869 Value ($000) $278 Avg Close $73.70 Range $64.44 - $79.96

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,201	$578	$86.63	$77.21 - $95.85
Q3 2025	6,528	$547	$80.47	$75.32 - $86.21
Q2 2025	10,156	$814	$71.15	$57.46 - $80.20
Q1 2025	3,869	$278	$73.70	$64.44 - $79.96