AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Long Island Wealth Management, Inc.'s Holding History (CIK: 0002011177)

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

Q3 2025

Shares 1,339 Value ($000) $445 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 1,339 Value ($000) $427 Avg Close $279.37 Range $218.83 - $317.81

Q4 2023

Shares 52 Value ($000) $10 Avg Close $156.99 Range $137.45 - $183.68

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	1,339	$445	$316.55	$286.97 - $347.54
Q2 2025	1,339	$427	$279.37	$218.83 - $317.81
Q4 2023	52	$10	$156.99	$137.45 - $183.68