WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025

Shares 6,300 Value ($000) $587 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 5,626 Value ($000) $472 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 4,412 Value ($000) $353 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 3,198 Value ($000) $230 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 3,253 Value ($000) $228 Avg Close $66.67 Range $52.95 - $76.47

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,300	$587	$86.63	$77.21 - $95.85
Q3 2025	5,626	$472	$80.47	$75.32 - $86.21
Q2 2025	4,412	$353	$71.15	$57.46 - $80.20
Q1 2025	3,198	$230	$73.70	$64.44 - $79.96
Q4 2024	3,253	$228	$66.67	$52.95 - $76.47