WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025

Shares 53,447 Value ($000) $4,981 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 69,383 Value ($000) $5,816 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 102,196 Value ($000) $8,188 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 51,093 Value ($000) $3,668 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 19,377 Value ($000) $1,361 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 40,247 Value ($000) $2,274 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 94,143 Value ($000) $5,591 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 83,350 Value ($000) $4,831 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 10,169 Value ($000) $501 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 7,253 Value ($000) $296 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 7,192 Value ($000) $307 Avg Close $37.64 Range $33.75 - $40.64

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	53,447	$4,981	$86.63	$77.21 - $95.85
Q3 2025	69,383	$5,816	$80.47	$75.32 - $86.21
Q2 2025	102,196	$8,188	$71.15	$57.46 - $80.20
Q1 2025	51,093	$3,668	$73.70	$64.44 - $79.96
Q4 2024	19,377	$1,361	$66.67	$52.95 - $76.47
Q3 2024	40,247	$2,274	$54.85	$48.43 - $59.08
Q2 2024	94,143	$5,591	$56.87	$53.14 - $60.41
Q1 2024	83,350	$4,831	$50.13	$43.98 - $56.12
Q4 2023	10,169	$501	$41.03	$36.28 - $48.41
Q3 2023	7,253	$296	$40.69	$38.09 - $44.30
Q2 2023	7,192	$307	$37.64	$33.75 - $40.64