AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025

Shares 565 Value ($000) $209 Avg Close $356.97 Range $315.25 - $386.63

Q1 2022

Shares 1,142 Value ($000) $213 Avg Close $171.78 Range $145.41 - $189.84

Q1 2021

Shares 2,540 Value ($000) $359 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 3,595 Value ($000) $435 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 6,242 Value ($000) $626 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 12,997 Value ($000) $1,237 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 27,261 Value ($000) $2,334 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 28,607 Value ($000) $3,561 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 26,722 Value ($000) $3,161 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 28,176 Value ($000) $3,478 Avg Close $107.48 Range $100.14 - $115.68

Q1 2019

Shares 26,952 Value ($000) $2,946 Avg Close $95.83 Range $85.02 - $104.19

Q4 2018

Shares 24,729 Value ($000) $2,357 Avg Close $95.01 Range $80.88 - $104.04

Q3 2018

Shares 25,368 Value ($000) $2,701 Avg Close $94.11 Range $87.61 - $101.15

Q2 2018

Shares 21,873 Value ($000) $2,144 Avg Close $88.59 Range $80.82 - $93.10

Q1 2018

Shares 25,246 Value ($000) $2,355 Avg Close $87.01 Range $78.64 - $91.98

Q4 2017

Shares 24,344 Value ($000) $2,418 Avg Close $85.24 Range $80.35 - $89.99

Q3 2017

Shares 23,899 Value ($000) $2,162 Avg Close $76.64 Range $74.31 - $80.95

Q2 2017

Shares 23,685 Value ($000) $1,995 Avg Close $70.29 Range $67.08 - $75.86

Q1 2017

Shares 22,114 Value ($000) $1,749 Avg Close $69.17 Range $65.85 - $72.55

Q4 2016

Shares 23,834 Value ($000) $1,766 Avg Close $60.98 Range $52.42 - $66.73

Q3 2016

Shares 24,744 Value ($000) $1,585 Avg Close $56.32 Range $51.06 - $58.48

Q2 2016

Shares 22,769 Value ($000) $1,383 Avg Close $55.25 Range $49.85 - $58.74

Q1 2016

Shares 15,889 Value ($000) $976 Avg Close $50.49 Range $43.64 - $58.92

Q4 2015

Shares 12,353 Value ($000) $859 Avg Close $62.87 Range $58.40 - $67.28

Q3 2015

Shares 8,883 Value ($000) $658 Avg Close $66.24 Range $61.74 - $70.31

Q2 2015

Shares 7,583 Value ($000) $589 Avg Close $68.05 Range $65.64 - $70.27

Q1 2015

Shares 3,983 Value ($000) $311 Avg Close $71.02 Range $65.93 - $80.07

Q4 2014

Shares 3,608 Value ($000) $336 Avg Close $76.41 Range $66.84 - $80.88

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	565	$209	$356.97	$315.25 - $386.63
Q1 2022	1,142	$213	$171.78	$145.41 - $189.84
Q1 2021	2,540	$359	$124.36	$105.52 - $142.57
Q4 2020	3,595	$435	$103.86	$83.59 - $117.55
Q3 2020	6,242	$626	$91.89	$83.68 - $101.85
Q2 2020	12,997	$1,237	$85.61	$67.52 - $107.80
Q1 2020	27,261	$2,334	$107.60	$61.96 - $127.74
Q4 2019	28,607	$3,561	$110.13	$102.35 - $116.42
Q3 2019	26,722	$3,161	$112.57	$106.59 - $118.74
Q2 2019	28,176	$3,478	$107.48	$100.14 - $115.68
Q1 2019	26,952	$2,946	$95.83	$85.02 - $104.19
Q4 2018	24,729	$2,357	$95.01	$80.88 - $104.04
Q3 2018	25,368	$2,701	$94.11	$87.61 - $101.15
Q2 2018	21,873	$2,144	$88.59	$80.82 - $93.10
Q1 2018	25,246	$2,355	$87.01	$78.64 - $91.98
Q4 2017	24,344	$2,418	$85.24	$80.35 - $89.99
Q3 2017	23,899	$2,162	$76.64	$74.31 - $80.95
Q2 2017	23,685	$1,995	$70.29	$67.08 - $75.86
Q1 2017	22,114	$1,749	$69.17	$65.85 - $72.55
Q4 2016	23,834	$1,766	$60.98	$52.42 - $66.73
Q3 2016	24,744	$1,585	$56.32	$51.06 - $58.48
Q2 2016	22,769	$1,383	$55.25	$49.85 - $58.74
Q1 2016	15,889	$976	$50.49	$43.64 - $58.92
Q4 2015	12,353	$859	$62.87	$58.40 - $67.28
Q3 2015	8,883	$658	$66.24	$61.74 - $70.31
Q2 2015	7,583	$589	$68.05	$65.64 - $70.27
Q1 2015	3,983	$311	$71.02	$65.93 - $80.07
Q4 2014	3,608	$336	$76.41	$66.84 - $80.88