WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 513 Value ($000) $48 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 549 Value ($000) $46 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 519 Value ($000) $42 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 576 Value ($000) $41 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 416 Value ($000) $29 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 380 Value ($000) $21 Avg Close $54.85 Range $48.43 - $59.08
Q1 2023
Shares 220 Value ($000) $8 Avg Close $40.47 Range $32.80 - $45.45