APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 13,486 Value ($000) $3,666 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 10,868 Value ($000) $2,767 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 13,219 Value ($000) $2,712 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 12,311 Value ($000) $2,735 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 11,362 Value ($000) $2,845 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 11,509 Value ($000) $2,682 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 10,380 Value ($000) $2,186 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 10,835 Value ($000) $1,858 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 7,078 Value ($000) $1,363 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 6,584 Value ($000) $1,127 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 6,669 Value ($000) $1,294 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 5,351 Value ($000) $882 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 5,527 Value ($000) $718 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 5,688 Value ($000) $786 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 6,679 Value ($000) $945 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 18,031 Value ($000) $3,148 Avg Close $164.84 Range $147.20 - $179.18
Q2 2021
Shares 18,442 Value ($000) $2,526 Avg Close $126.45 Range $119.38 - $134.19
Q1 2021
Shares 17,961 Value ($000) $2,194 Avg Close $125.06 Range $113.29 - $141.24
Q4 2020
Shares 13,034 Value ($000) $1,729 Avg Close $117.01 Range $104.29 - $135.11