AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025

Shares 9,842 Value ($000) $3,641 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 8,652 Value ($000) $2,874 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 6,637 Value ($000) $2,117 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 5,151 Value ($000) $1,386 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 5,435 Value ($000) $1,613 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 4,589 Value ($000) $1,244 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 4,302 Value ($000) $996 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 3,192 Value ($000) $727 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 2,730 Value ($000) $512 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 1,818 Value ($000) $271 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 1,329 Value ($000) $232 Avg Close $156.19 Range $141.62 - $171.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,842	$3,641	$356.97	$315.25 - $386.63
Q3 2025	8,652	$2,874	$316.55	$286.97 - $347.54
Q2 2025	6,637	$2,117	$279.37	$218.83 - $317.81
Q1 2025	5,151	$1,386	$292.46	$250.85 - $322.83
Q4 2024	5,435	$1,613	$283.58	$262.14 - $303.86
Q3 2024	4,589	$1,244	$245.13	$218.61 - $268.47
Q2 2024	4,302	$996	$227.31	$210.57 - $239.93
Q1 2024	3,192	$727	$202.90	$174.01 - $226.74
Q4 2023	2,730	$512	$156.99	$137.45 - $183.68
Q3 2023	1,818	$271	$158.88	$144.43 - $173.69
Q2 2023	1,329	$232	$156.19	$141.62 - $171.40