APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 2,291,304 Value ($000) $622,914 Avg Close $268.34 Range $243.76 - $288.62

Q2 2025

Shares 2,136,596 Value ($000) $438,365 Avg Close $201.41 Range $168.63 - $224.42

Q1 2025

Shares 2,016,719 Value ($000) $447,974 Avg Close $230.77 Range $207.71 - $249.15

Q4 2024

Shares 2,049,802 Value ($000) $513,311 Avg Close $234.51 Range $218.48 - $258.93

Q3 2024

Shares 2,074,299 Value ($000) $483,312 Avg Close $221.95 Range $194.68 - $235.63

Q2 2024

Shares 1,928,110 Value ($000) $406,099 Avg Close $185.12 Range $162.75 - $218.71

Q1 2024

Shares 1,832,875 Value ($000) $314,301 Avg Close $180.25 Range $167.13 - $194.54

Q4 2023

Shares 1,786,660 Value ($000) $343,986 Avg Close $182.81 Range $163.90 - $197.75

Q3 2023

Shares 1,692,472 Value ($000) $289,768 Avg Close $181.32 Range $165.83 - $195.85

Q2 2023

Shares 1,535,521 Value ($000) $321,379 Avg Close $172.06 Range $157.65 - $192.15

Q1 2023

Shares 1,535,521 Value ($000) $253,207 Avg Close $145.49 Range $122.32 - $162.80

Q4 2022

Shares 1,492,945 Value ($000) $193,978 Avg Close $140.70 Range $124.00 - $154.90

Q3 2022

Shares 1,393,418 Value ($000) $192,570 Avg Close $154.28 Range $133.24 - $173.24

Q2 2022

Shares 1,287,750 Value ($000) $176,061 Avg Close $148.64 Range $126.74 - $175.05

Q1 2022

Shares 1,304,088 Value ($000) $227,707 Avg Close $164.84 Range $147.20 - $179.18

Q4 2021

Shares 1,281,687 Value ($000) $227,589 Avg Close $154.71 Range $135.23 - $178.39

Q3 2021

Shares 1,221,307 Value ($000) $172,815 Avg Close $143.90 Range $132.58 - $153.80

Q2 2021

Shares 1,097,597 Value ($000) $150,327 Avg Close $126.45 Range $119.38 - $134.19

Q1 2021

Shares 1,066,980 Value ($000) $130,332 Avg Close $125.06 Range $113.29 - $141.24

Q4 2020

Shares 911,545 Value ($000) $120,953 Avg Close $117.01 Range $104.29 - $135.11

Q3 2020

Shares 869,831 Value ($000) $100,735 Avg Close $105.97 Range $86.47 - $134.09

Q2 2020

Shares 223,073 Value ($000) $81,377 Avg Close $75.09 Range $57.29 - $90.30

Q1 2020

Shares 232,599 Value ($000) $59,148 Avg Close $71.07 Range $51.42 - $79.14

Q4 2019

Shares 283,541 Value ($000) $83,262 Avg Close $62.02 Range $51.75 - $70.93

Q3 2019

Shares 237,396 Value ($000) $53,170 Avg Close $50.22 Range $46.15 - $54.47

Q1 2019

Shares 195,030 Value ($000) $37,046 Avg Close $40.43 Range $33.75 - $47.19

Q4 2018

Shares 193,438 Value ($000) $30,513 Avg Close $46.01 Range $34.85 - $55.30

Q3 2018

Shares 190,885 Value ($000) $43,090 Avg Close $49.27 Range $43.30 - $54.40

Q2 2018

Shares 183,817 Value ($000) $34,026 Avg Close $42.75 Range $37.77 - $45.84

Q1 2018

Shares 183,678 Value ($000) $30,818 Avg Close $40.42 Range $35.33 - $43.15

Q4 2017

Shares 170,724 Value ($000) $28,892 Avg Close $39.08 Range $35.58 - $41.50

Q3 2017

Shares 167,249 Value ($000) $25,776 Avg Close $36.15 Range $33.10 - $38.49

Q2 2017

Shares 167,201 Value ($000) $24,080 Avg Close $34.31 Range $32.42 - $36.41

Q1 2017

Shares 173,821 Value ($000) $24,971 Avg Close $30.44 Range $26.45 - $33.45

Q4 2016

Shares 178,723 Value ($000) $17,788 Avg Close $26.09 Range $23.99 - $27.22

Q3 2016

Shares 175,882 Value ($000) $19,883 Avg Close $24.23 Range $21.52 - $26.64

Q2 2016

Shares 178,108 Value ($000) $17,027 Avg Close $22.62 Range $20.41 - $25.48

Q1 2016

Shares 253,898 Value ($000) $27,672 Avg Close $22.55 Range $20.83 - $25.03

Q4 2015

Shares 259,135 Value ($000) $27,277 Avg Close $25.73 Range $23.63 - $27.80

Q3 2015

Shares 255,756 Value ($000) $28,210 Avg Close $26.29 Range $20.65 - $29.72

Q2 2015

Shares 250,915 Value ($000) $31,470,957 Avg Close $28.55 Range $27.40 - $29.94

Q1 2015

Shares 254,718 Value ($000) $31,694,512 Avg Close $26.84 Range $23.20 - $29.73

Q4 2014

Shares 257,672 Value ($000) $28,442 Avg Close $24.08 Range $21.01 - $26.55

Q3 2014

Shares 264,614 Value ($000) $26,660 Avg Close $21.63 Range $20.33 - $22.90

Q2 2014

Shares 267,422 Value ($000) $24,851 Avg Close $18.66 Range $15.96 - $20.88

Q1 2014

Shares 37,561 Value ($000) $20,160 Avg Close $16.58 Range $15.31 - $17.38

Q4 2013

Shares 36,810 Value ($000) $20,651 Avg Close $16.37 Range $14.75 - $17.84

Q3 2013

Shares 36,721 Value ($000) $17,507 Avg Close $14.28 Range $12.29 - $15.84

Q2 2013

Shares 35,461 Value ($000) $14,061 Avg Close $13.16 Range $11.72 - $14.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,291,304	$622,914	$268.34	$243.76 - $288.62
Q2 2025	2,136,596	$438,365	$201.41	$168.63 - $224.42
Q1 2025	2,016,719	$447,974	$230.77	$207.71 - $249.15
Q4 2024	2,049,802	$513,311	$234.51	$218.48 - $258.93
Q3 2024	2,074,299	$483,312	$221.95	$194.68 - $235.63
Q2 2024	1,928,110	$406,099	$185.12	$162.75 - $218.71
Q1 2024	1,832,875	$314,301	$180.25	$167.13 - $194.54
Q4 2023	1,786,660	$343,986	$182.81	$163.90 - $197.75
Q3 2023	1,692,472	$289,768	$181.32	$165.83 - $195.85
Q2 2023	1,535,521	$321,379	$172.06	$157.65 - $192.15
Q1 2023	1,535,521	$253,207	$145.49	$122.32 - $162.80
Q4 2022	1,492,945	$193,978	$140.70	$124.00 - $154.90
Q3 2022	1,393,418	$192,570	$154.28	$133.24 - $173.24
Q2 2022	1,287,750	$176,061	$148.64	$126.74 - $175.05
Q1 2022	1,304,088	$227,707	$164.84	$147.20 - $179.18
Q4 2021	1,281,687	$227,589	$154.71	$135.23 - $178.39
Q3 2021	1,221,307	$172,815	$143.90	$132.58 - $153.80
Q2 2021	1,097,597	$150,327	$126.45	$119.38 - $134.19
Q1 2021	1,066,980	$130,332	$125.06	$113.29 - $141.24
Q4 2020	911,545	$120,953	$117.01	$104.29 - $135.11
Q3 2020	869,831	$100,735	$105.97	$86.47 - $134.09
Q2 2020	223,073	$81,377	$75.09	$57.29 - $90.30
Q1 2020	232,599	$59,148	$71.07	$51.42 - $79.14
Q4 2019	283,541	$83,262	$62.02	$51.75 - $70.93
Q3 2019	237,396	$53,170	$50.22	$46.15 - $54.47
Q1 2019	195,030	$37,046	$40.43	$33.75 - $47.19
Q4 2018	193,438	$30,513	$46.01	$34.85 - $55.30
Q3 2018	190,885	$43,090	$49.27	$43.30 - $54.40
Q2 2018	183,817	$34,026	$42.75	$37.77 - $45.84
Q1 2018	183,678	$30,818	$40.42	$35.33 - $43.15
Q4 2017	170,724	$28,892	$39.08	$35.58 - $41.50
Q3 2017	167,249	$25,776	$36.15	$33.10 - $38.49
Q2 2017	167,201	$24,080	$34.31	$32.42 - $36.41
Q1 2017	173,821	$24,971	$30.44	$26.45 - $33.45
Q4 2016	178,723	$17,788	$26.09	$23.99 - $27.22
Q3 2016	175,882	$19,883	$24.23	$21.52 - $26.64
Q2 2016	178,108	$17,027	$22.62	$20.41 - $25.48
Q1 2016	253,898	$27,672	$22.55	$20.83 - $25.03
Q4 2015	259,135	$27,277	$25.73	$23.63 - $27.80
Q3 2015	255,756	$28,210	$26.29	$20.65 - $29.72
Q2 2015	250,915	$31,470,957	$28.55	$27.40 - $29.94
Q1 2015	254,718	$31,694,512	$26.84	$23.20 - $29.73
Q4 2014	257,672	$28,442	$24.08	$21.01 - $26.55
Q3 2014	264,614	$26,660	$21.63	$20.33 - $22.90
Q2 2014	267,422	$24,851	$18.66	$15.96 - $20.88
Q1 2014	37,561	$20,160	$16.58	$15.31 - $17.38
Q4 2013	36,810	$20,651	$16.37	$14.75 - $17.84
Q3 2013	36,721	$17,507	$14.28	$12.29 - $15.84
Q2 2013	35,461	$14,061	$13.16	$11.72 - $14.18