AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025

Shares 6,614 Value ($000) $2,447 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 6,614 Value ($000) $2,197 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 6,664 Value ($000) $2,126 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 6,664 Value ($000) $1,793 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 6,760 Value ($000) $2,006 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 6,760 Value ($000) $1,833 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 7,202 Value ($000) $1,668 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 7,202 Value ($000) $1,640 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 6,842 Value ($000) $1,282 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 8,732 Value ($000) $1,303 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 8,732 Value ($000) $1,521 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 8,732 Value ($000) $1,440 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 8,732 Value ($000) $1,290 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 8,732 Value ($000) $1,178 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 8,742 Value ($000) $1,212 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 8,742 Value ($000) $1,635 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 8,742 Value ($000) $1,430 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 8,732 Value ($000) $1,463 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 8,732 Value ($000) $1,443 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 8,732 Value ($000) $1,235 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 8,732 Value ($000) $1,056 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 8,732 Value ($000) $875 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 8,732 Value ($000) $831 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 8,773 Value ($000) $751 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 8,773 Value ($000) $1,092 Avg Close $110.13 Range $102.35 - $116.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,614	$2,447	$356.97	$315.25 - $386.63
Q3 2025	6,614	$2,197	$316.55	$286.97 - $347.54
Q2 2025	6,664	$2,126	$279.37	$218.83 - $317.81
Q1 2025	6,664	$1,793	$292.46	$250.85 - $322.83
Q4 2024	6,760	$2,006	$283.58	$262.14 - $303.86
Q3 2024	6,760	$1,833	$245.13	$218.61 - $268.47
Q2 2024	7,202	$1,668	$227.31	$210.57 - $239.93
Q1 2024	7,202	$1,640	$202.90	$174.01 - $226.74
Q4 2023	6,842	$1,282	$156.99	$137.45 - $183.68
Q3 2023	8,732	$1,303	$158.88	$144.43 - $173.69
Q2 2023	8,732	$1,521	$156.19	$141.62 - $171.40
Q1 2023	8,732	$1,440	$160.00	$139.09 - $175.70
Q4 2022	8,732	$1,290	$142.37	$125.59 - $155.29
Q3 2022	8,732	$1,178	$144.95	$128.43 - $159.02
Q2 2022	8,742	$1,212	$157.56	$128.61 - $183.57
Q1 2022	8,742	$1,635	$171.78	$145.41 - $189.84
Q4 2021	8,742	$1,430	$161.79	$142.24 - $179.38
Q3 2021	8,732	$1,463	$158.27	$148.43 - $170.07
Q2 2021	8,732	$1,443	$147.87	$132.82 - $160.89
Q1 2021	8,732	$1,235	$124.36	$105.52 - $142.57
Q4 2020	8,732	$1,056	$103.86	$83.59 - $117.55
Q3 2020	8,732	$875	$91.89	$83.68 - $101.85
Q2 2020	8,732	$831	$85.61	$67.52 - $107.80
Q1 2020	8,773	$751	$107.60	$61.96 - $127.74
Q4 2019	8,773	$1,092	$110.13	$102.35 - $116.42