WELLS FARGO CO NEW

CUSIP: 949746804 Class: PERP PFD CNV A

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 227 Value ($000) $275 Avg Close — Range —
Q3 2025
Shares 205 Value ($000) $253 Avg Close — Range —
Q2 2025
Shares 225 Value ($000) $264 Avg Close — Range —
Q1 2025
Shares 225 Value ($000) $270 Avg Close — Range —