WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025

Shares 13,179 Value ($000) $1,228 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 17,418 Value ($000) $1,460 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 15,288 Value ($000) $1,270 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 14,741 Value ($000) $1,058 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 14,444 Value ($000) $1,015 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 10,818 Value ($000) $611 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 19,983 Value ($000) $1,187 Avg Close $56.87 Range $53.14 - $60.41

Q4 2023

Shares 18,164 Value ($000) $930 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 6,750 Value ($000) $276 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 6,519 Value ($000) $278 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 5,723 Value ($000) $214 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 6,303 Value ($000) $260 Avg Close $40.83 Range $36.52 - $44.71

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,179	$1,228	$86.63	$77.21 - $95.85
Q3 2025	17,418	$1,460	$80.47	$75.32 - $86.21
Q2 2025	15,288	$1,270	$71.15	$57.46 - $80.20
Q1 2025	14,741	$1,058	$73.70	$64.44 - $79.96
Q4 2024	14,444	$1,015	$66.67	$52.95 - $76.47
Q3 2024	10,818	$611	$54.85	$48.43 - $59.08
Q2 2024	19,983	$1,187	$56.87	$53.14 - $60.41
Q4 2023	18,164	$930	$41.03	$36.28 - $48.41
Q3 2023	6,750	$276	$40.69	$38.09 - $44.30
Q2 2023	6,519	$278	$37.64	$33.75 - $40.64
Q1 2023	5,723	$214	$40.47	$32.80 - $45.45
Q4 2022	6,303	$260	$40.83	$36.52 - $44.71