WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025

Shares 2,596 Value ($000) $242 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 2,596 Value ($000) $218 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 2,596 Value ($000) $208 Avg Close $71.15 Range $57.46 - $80.20

Q4 2024

Shares 137,618 Value ($000) $9,366 Avg Close $66.67 Range $52.95 - $76.47

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,596	$242	$86.63	$77.21 - $95.85
Q3 2025	2,596	$218	$80.47	$75.32 - $86.21
Q2 2025	2,596	$208	$71.15	$57.46 - $80.20
Q4 2024	137,618	$9,366	$66.67	$52.95 - $76.47