WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025

Shares 2,557 Value ($000) $238 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 2,557 Value ($000) $214 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 2,557 Value ($000) $205 Avg Close $71.15 Range $57.46 - $80.20

Q4 2024

Shares 2,557 Value ($000) $200 Avg Close $66.67 Range $52.95 - $76.47

Q4 2022

Shares 4,662 Value ($000) $220 Avg Close $40.83 Range $36.52 - $44.71

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,557	$238	$86.63	$77.21 - $95.85
Q3 2025	2,557	$214	$80.47	$75.32 - $86.21
Q2 2025	2,557	$205	$71.15	$57.46 - $80.20
Q4 2024	2,557	$200	$66.67	$52.95 - $76.47
Q4 2022	4,662	$220	$40.83	$36.52 - $44.71