AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025

Shares 3,777 Value ($000) $1,397 Avg Close $356.97 Range $315.25 - $386.63

Q2 2023

Shares 35 Value ($000) $6 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 35 Value ($000) $6 Avg Close $160.00 Range $139.09 - $175.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,777	$1,397	$356.97	$315.25 - $386.63
Q2 2023	35	$6	$156.19	$141.62 - $171.40
Q1 2023	35	$6	$160.00	$139.09 - $175.70