APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 1,029 Value ($000) $280 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 6,404 Value ($000) $1,631 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 5,233 Value ($000) $1,074 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 5,139 Value ($000) $1,142 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 5,827 Value ($000) $1,459 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 5,233 Value ($000) $1,219 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 5,246 Value ($000) $1,232 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 5,338 Value ($000) $915 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 5,217 Value ($000) $1,004 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 5,508 Value ($000) $943 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 5,148 Value ($000) $999 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 5,216 Value ($000) $860 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 6,325 Value ($000) $822 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 6,559 Value ($000) $907 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 6,740 Value ($000) $921 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 6,122 Value ($000) $1,069 Avg Close $164.84 Range $147.20 - $179.18
Q3 2021
Shares 3,142 Value ($000) $445 Avg Close $143.90 Range $132.58 - $153.80
Q2 2021
Shares 4,125 Value ($000) $565 Avg Close $126.45 Range $119.38 - $134.19
Q1 2021
Shares 3,121 Value ($000) $381 Avg Close $125.06 Range $113.29 - $141.24
Q4 2020
Shares 3,587 Value ($000) $476 Avg Close $117.01 Range $104.29 - $135.11
Q3 2020
Shares 3,138 Value ($000) $363 Avg Close $105.97 Range $86.47 - $134.09
Q2 2020
Shares 673 Value ($000) $246 Avg Close $75.09 Range $57.29 - $90.30
Q4 2019
Shares 692 Value ($000) $203 Avg Close $62.02 Range $51.75 - $70.93