AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025

Shares 62,020 Value ($000) $22,944 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 62,017 Value ($000) $20,600 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 29,380 Value ($000) $9,372 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 29,232 Value ($000) $7,865 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 29,033 Value ($000) $8,617 Avg Close $283.58 Range $262.14 - $303.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	62,020	$22,944	$356.97	$315.25 - $386.63
Q3 2025	62,017	$20,600	$316.55	$286.97 - $347.54
Q2 2025	29,380	$9,372	$279.37	$218.83 - $317.81
Q1 2025	29,232	$7,865	$292.46	$250.85 - $322.83
Q4 2024	29,033	$8,617	$283.58	$262.14 - $303.86