WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025

Shares 61,382 Value ($000) $5,721 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 61,336 Value ($000) $5,141 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 61,035 Value ($000) $4,890 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 60,015 Value ($000) $4,308 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 60,015 Value ($000) $4,215 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 60,015 Value ($000) $3,390 Avg Close $54.85 Range $48.43 - $59.08

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	61,382	$5,721	$86.63	$77.21 - $95.85
Q3 2025	61,336	$5,141	$80.47	$75.32 - $86.21
Q2 2025	61,035	$4,890	$71.15	$57.46 - $80.20
Q1 2025	60,015	$4,308	$73.70	$64.44 - $79.96
Q4 2024	60,015	$4,215	$66.67	$52.95 - $76.47
Q3 2024	60,015	$3,390	$54.85	$48.43 - $59.08