WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 5,026 Value ($000) $468 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 30,477 Value ($000) $1,245 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 4,579 Value ($000) $367 Avg Close $71.15 Range $57.46 - $80.20