AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Baron Wealth Management LLC's Holding History (CIK: 0001968507)

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

Q4 2025

Shares 1,109 Value ($000) $410 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 823 Value ($000) $273 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 774 Value ($000) $247 Avg Close $279.37 Range $218.83 - $317.81

Q3 2024

Shares 783 Value ($000) $212 Avg Close $245.13 Range $218.61 - $268.47

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,109	$410	$356.97	$315.25 - $386.63
Q3 2025	823	$273	$316.55	$286.97 - $347.54
Q2 2025	774	$247	$279.37	$218.83 - $317.81
Q3 2024	783	$212	$245.13	$218.61 - $268.47