APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025

Shares 229,928 Value ($000) $62,508 Avg Close $268.34 Range $243.76 - $288.62

Q3 2025

Shares 228,650 Value ($000) $58,221 Avg Close $225.58 Range $201.08 - $257.35

Q2 2025

Shares 225,522 Value ($000) $46,270 Avg Close $201.41 Range $168.63 - $224.42

Q1 2025

Shares 182,116 Value ($000) $40,454 Avg Close $230.77 Range $207.71 - $249.15

Q4 2024

Shares 174,236 Value ($000) $43,632 Avg Close $234.51 Range $218.48 - $258.93

Q3 2024

Shares 185,643 Value ($000) $43,255 Avg Close $221.95 Range $194.68 - $235.63

Q2 2024

Shares 160,642 Value ($000) $33,834 Avg Close $185.12 Range $162.75 - $218.71

Q1 2024

Shares 151,370 Value ($000) $25,957 Avg Close $180.25 Range $167.13 - $194.54

Q4 2023

Shares 156,036 Value ($000) $30,042 Avg Close $182.81 Range $163.90 - $197.75

Q3 2023

Shares 146,241 Value ($000) $25,038 Avg Close $181.32 Range $165.83 - $195.85

Q2 2023

Shares 145,801 Value ($000) $28,281 Avg Close $172.06 Range $157.65 - $192.15

Q1 2023

Shares 145,727 Value ($000) $24,030 Avg Close $145.49 Range $122.32 - $162.80

Q4 2022

Shares 145,523 Value ($000) $18,908 Avg Close $140.70 Range $124.00 - $154.90

Q3 2022

Shares 143,102 Value ($000) $19,777 Avg Close $154.28 Range $133.24 - $173.24

Q2 2022

Shares 142,012 Value ($000) $19,416 Avg Close $148.64 Range $126.74 - $175.05

Q1 2022

Shares 137,589 Value ($000) $24,024 Avg Close $164.84 Range $147.20 - $179.18

Q4 2021

Shares 127,719 Value ($000) $22,679 Avg Close $154.71 Range $135.23 - $178.39

Q3 2021

Shares 125,619 Value ($000) $17,775 Avg Close $143.90 Range $132.58 - $153.80

Q2 2021

Shares 126,764 Value ($000) $17,362 Avg Close $126.45 Range $119.38 - $134.19

Q1 2021

Shares 124,222 Value ($000) $15,174 Avg Close $125.06 Range $113.29 - $141.24

Q4 2020

Shares 119,972 Value ($000) $15,919 Avg Close $117.01 Range $104.29 - $135.11

Q3 2020

Shares 118,627 Value ($000) $13,738 Avg Close $105.97 Range $86.47 - $134.09

Q2 2020

Shares 33,606 Value ($000) $12,260 Avg Close $75.09 Range $57.29 - $90.30

Q1 2020

Shares 32,967 Value ($000) $8,383 Avg Close $71.07 Range $51.42 - $79.14

Q4 2019

Shares 47,105 Value ($000) $13,832 Avg Close $62.02 Range $51.75 - $70.93

Q3 2019

Shares 50,786 Value ($000) $11,374 Avg Close $50.22 Range $46.15 - $54.47

Q2 2019

Shares 47,475 Value ($000) $9,396 Avg Close $46.62 Range $40.80 - $51.40

Q1 2019

Shares 48,746 Value ($000) $9,259 Avg Close $40.43 Range $33.75 - $47.19

Q4 2018

Shares 48,976 Value ($000) $7,725 Avg Close $46.01 Range $34.85 - $55.30

Q3 2018

Shares 47,039 Value ($000) $10,619 Avg Close $49.27 Range $43.30 - $54.40

Q2 2018

Shares 46,833 Value ($000) $8,669 Avg Close $42.75 Range $37.77 - $45.84

Q1 2018

Shares 47,497 Value ($000) $7,969 Avg Close $40.42 Range $35.33 - $43.15

Q4 2017

Shares 47,520 Value ($000) $8,042 Avg Close $39.08 Range $35.58 - $41.50

Q3 2017

Shares 45,428 Value ($000) $7,001 Avg Close $36.15 Range $33.10 - $38.49

Q2 2017

Shares 54,111 Value ($000) $7,793 Avg Close $34.31 Range $32.42 - $36.41

Q1 2017

Shares 83,607 Value ($000) $12,011 Avg Close $30.44 Range $26.45 - $33.45

Q4 2016

Shares 117,655 Value ($000) $13,627 Avg Close $26.09 Range $23.99 - $27.22

Q3 2016

Shares 84,516 Value ($000) $9,554 Avg Close $24.23 Range $21.52 - $26.64

Q2 2016

Shares 83,414 Value ($000) $7,974 Avg Close $22.62 Range $20.41 - $25.48

Q1 2016

Shares 68,718 Value ($000) $7,490 Avg Close $22.55 Range $20.83 - $25.03

Q4 2015

Shares 16,591 Value ($000) $1,746 Avg Close $25.73 Range $23.63 - $27.80

Q3 2015

Shares 30,783 Value ($000) $3,384 Avg Close $26.29 Range $20.65 - $29.72

Q2 2015

Shares 28,520 Value ($000) $3,577 Avg Close $28.55 Range $27.40 - $29.94

Q1 2015

Shares 28,356 Value ($000) $3,549 Avg Close $26.84 Range $23.20 - $29.73

Q4 2014

Shares 27,007 Value ($000) $2,981 Avg Close $24.08 Range $21.01 - $26.55

Q3 2014

Shares 27,188 Value ($000) $2,739 Avg Close $21.63 Range $20.33 - $22.90

Q2 2014

Shares 26,397 Value ($000) $2,453 Avg Close $18.66 Range $15.96 - $20.88

Q1 2014

Shares 3,632 Value ($000) $1,949 Avg Close $16.58 Range $15.31 - $17.38

Q4 2013

Shares 632 Value ($000) $354 Avg Close $16.37 Range $14.75 - $17.84

Q3 2013

Shares 639 Value ($000) $305 Avg Close $14.28 Range $12.29 - $15.84

Q2 2013

Shares 5,721 Value ($000) $2,268 Avg Close $13.16 Range $11.72 - $14.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	229,928	$62,508	$268.34	$243.76 - $288.62
Q3 2025	228,650	$58,221	$225.58	$201.08 - $257.35
Q2 2025	225,522	$46,270	$201.41	$168.63 - $224.42
Q1 2025	182,116	$40,454	$230.77	$207.71 - $249.15
Q4 2024	174,236	$43,632	$234.51	$218.48 - $258.93
Q3 2024	185,643	$43,255	$221.95	$194.68 - $235.63
Q2 2024	160,642	$33,834	$185.12	$162.75 - $218.71
Q1 2024	151,370	$25,957	$180.25	$167.13 - $194.54
Q4 2023	156,036	$30,042	$182.81	$163.90 - $197.75
Q3 2023	146,241	$25,038	$181.32	$165.83 - $195.85
Q2 2023	145,801	$28,281	$172.06	$157.65 - $192.15
Q1 2023	145,727	$24,030	$145.49	$122.32 - $162.80
Q4 2022	145,523	$18,908	$140.70	$124.00 - $154.90
Q3 2022	143,102	$19,777	$154.28	$133.24 - $173.24
Q2 2022	142,012	$19,416	$148.64	$126.74 - $175.05
Q1 2022	137,589	$24,024	$164.84	$147.20 - $179.18
Q4 2021	127,719	$22,679	$154.71	$135.23 - $178.39
Q3 2021	125,619	$17,775	$143.90	$132.58 - $153.80
Q2 2021	126,764	$17,362	$126.45	$119.38 - $134.19
Q1 2021	124,222	$15,174	$125.06	$113.29 - $141.24
Q4 2020	119,972	$15,919	$117.01	$104.29 - $135.11
Q3 2020	118,627	$13,738	$105.97	$86.47 - $134.09
Q2 2020	33,606	$12,260	$75.09	$57.29 - $90.30
Q1 2020	32,967	$8,383	$71.07	$51.42 - $79.14
Q4 2019	47,105	$13,832	$62.02	$51.75 - $70.93
Q3 2019	50,786	$11,374	$50.22	$46.15 - $54.47
Q2 2019	47,475	$9,396	$46.62	$40.80 - $51.40
Q1 2019	48,746	$9,259	$40.43	$33.75 - $47.19
Q4 2018	48,976	$7,725	$46.01	$34.85 - $55.30
Q3 2018	47,039	$10,619	$49.27	$43.30 - $54.40
Q2 2018	46,833	$8,669	$42.75	$37.77 - $45.84
Q1 2018	47,497	$7,969	$40.42	$35.33 - $43.15
Q4 2017	47,520	$8,042	$39.08	$35.58 - $41.50
Q3 2017	45,428	$7,001	$36.15	$33.10 - $38.49
Q2 2017	54,111	$7,793	$34.31	$32.42 - $36.41
Q1 2017	83,607	$12,011	$30.44	$26.45 - $33.45
Q4 2016	117,655	$13,627	$26.09	$23.99 - $27.22
Q3 2016	84,516	$9,554	$24.23	$21.52 - $26.64
Q2 2016	83,414	$7,974	$22.62	$20.41 - $25.48
Q1 2016	68,718	$7,490	$22.55	$20.83 - $25.03
Q4 2015	16,591	$1,746	$25.73	$23.63 - $27.80
Q3 2015	30,783	$3,384	$26.29	$20.65 - $29.72
Q2 2015	28,520	$3,577	$28.55	$27.40 - $29.94
Q1 2015	28,356	$3,549	$26.84	$23.20 - $29.73
Q4 2014	27,007	$2,981	$24.08	$21.01 - $26.55
Q3 2014	27,188	$2,739	$21.63	$20.33 - $22.90
Q2 2014	26,397	$2,453	$18.66	$15.96 - $20.88
Q1 2014	3,632	$1,949	$16.58	$15.31 - $17.38
Q4 2013	632	$354	$16.37	$14.75 - $17.84
Q3 2013	639	$305	$14.28	$12.29 - $15.84
Q2 2013	5,721	$2,268	$13.16	$11.72 - $14.18