APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 39,019 Value ($000) $10,608 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 41,904 Value ($000) $10,670 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 40,720 Value ($000) $8,355 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 43,626 Value ($000) $9,691 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 38,915 Value ($000) $9,745 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 36,619 Value ($000) $8,532 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 33,583 Value ($000) $7,073 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 34,694 Value ($000) $5,949 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 30,515 Value ($000) $5,875 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 29,651 Value ($000) $5,076 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 29,267 Value ($000) $5,677 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 28,018 Value ($000) $4,619 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 27,027 Value ($000) $3,512 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 25,529 Value ($000) $3,528 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 25,100 Value ($000) $3,431 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 25,534 Value ($000) $4,458 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 24,596 Value ($000) $4,367 Avg Close $154.71 Range $135.23 - $178.39