WELLS FARGO CO NEW

CUSIP: 949746804 Class: PERP PFD CNV A

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 375 Value ($000) $455 Avg Close — Range —
Q3 2025
Shares 414 Value ($000) $510 Avg Close — Range —
Q2 2025
Shares 389 Value ($000) $456 Avg Close — Range —
Q1 2025
Shares 318 Value ($000) $382 Avg Close — Range —
Q4 2024
Shares 409 Value ($000) $488 Avg Close — Range —
Q3 2024
Shares 412 Value ($000) $528 Avg Close — Range —
Q2 2024
Shares 505 Value ($000) $600 Avg Close — Range —
Q1 2024
Shares 356 Value ($000) $434 Avg Close — Range —
Q4 2023
Shares 392 Value ($000) $469 Avg Close — Range —
Q3 2023
Shares 450 Value ($000) $502 Avg Close — Range —
Q2 2023
Shares 398 Value ($000) $458 Avg Close — Range —
Q1 2023
Shares 517 Value ($000) $608 Avg Close — Range —
Q4 2022
Shares 604 Value ($000) $716 Avg Close — Range —
Q3 2022
Shares 725 Value ($000) $873 Avg Close — Range —
Q2 2022
Shares 802 Value ($000) $975 Avg Close — Range —
Q1 2022
Shares 933 Value ($000) $1,236 Avg Close — Range —
Q4 2021
Shares 308 Value ($000) $460 Avg Close — Range —
Q3 2020
Shares 328 Value ($000) $441 Avg Close — Range —
Q2 2020
Shares 325 Value ($000) $422 Avg Close — Range —
Q1 2020
Shares 395 Value ($000) $503 Avg Close — Range —
Q4 2019
Shares 319 Value ($000) $463 Avg Close — Range —
Q3 2019
Shares 333 Value ($000) $507 Avg Close — Range —
Q2 2019
Shares 220 Value ($000) $300 Avg Close — Range —
Q1 2019
Shares 253 Value ($000) $327 Avg Close — Range —
Q4 2018
Shares 245 Value ($000) $309 Avg Close — Range —
Q3 2018
Shares 187 Value ($000) $241 Avg Close — Range —
Q2 2017
Shares 93 Value ($000) $122 Avg Close — Range —
Q1 2017
Shares 68 Value ($000) $84 Avg Close — Range —
Q4 2016
Shares 63 Value ($000) $75 Avg Close — Range —
Q3 2016
Shares 87 Value ($000) $114 Avg Close — Range —
Q2 2016
Shares 82 Value ($000) $107 Avg Close — Range —
Q1 2016
Shares 87 Value ($000) $105 Avg Close — Range —
Q4 2015
Shares 71 Value ($000) $82 Avg Close — Range —
Q3 2015
Shares 66 Value ($000) $77 Avg Close — Range —
Q1 2015
Shares 46 Value ($000) $56 Avg Close — Range —
Q4 2014
Shares 2,661 Value ($000) $3,232 Avg Close — Range —
Q3 2014
Shares 4 Value ($000) $5 Avg Close — Range —
Q2 2014
Shares 4 Value ($000) $5 Avg Close — Range —
Q1 2014
Shares 24 Value ($000) $28 Avg Close — Range —
Q4 2013
Shares 24 Value ($000) $27 Avg Close — Range —
Q3 2013
Shares 24 Value ($000) $27 Avg Close — Range —
Q2 2013
Shares 4 Value ($000) $5 Avg Close — Range —