WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 10,481 Value ($000) $903 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 9,515 Value ($000) $768 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 3,403 Value ($000) $278 Avg Close $71.15 Range $57.46 - $80.20