AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025

Shares 856 Value ($000) $303 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 855 Value ($000) $282 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 680 Value ($000) $217 Avg Close $279.37 Range $218.83 - $317.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	856	$303	$356.97	$315.25 - $386.63
Q3 2025	855	$282	$316.55	$286.97 - $347.54
Q2 2025	680	$217	$279.37	$218.83 - $317.81