WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 1,613 Value ($000) $150 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 1,463 Value ($000) $123 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 1,513 Value ($000) $121 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 1,513 Value ($000) $109 Avg Close $73.70 Range $64.44 - $79.96