APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025

Shares 386,398 Value ($000) $105,046 Avg Close $268.34 Range $243.76 - $288.62

Q3 2025

Shares 383,855 Value ($000) $97,741 Avg Close $225.58 Range $201.08 - $257.35

Q2 2025

Shares 387,871 Value ($000) $79,372 Avg Close $201.41 Range $168.63 - $224.42

Q1 2025

Shares 500,240 Value ($000) $111,118 Avg Close $230.77 Range $207.71 - $249.15

Q4 2024

Shares 558,254 Value ($000) $139,798 Avg Close $234.51 Range $218.48 - $258.93

Q3 2024

Shares 529,850 Value ($000) $123,455 Avg Close $221.95 Range $194.68 - $235.63

Q2 2024

Shares 497,410 Value ($000) $104,743 Avg Close $185.12 Range $162.75 - $218.71

Q1 2024

Shares 584,283 Value ($000) $117,837 Avg Close $180.25 Range $167.13 - $194.54

Q4 2023

Shares 621,909 Value ($000) $119,133 Avg Close $182.81 Range $163.90 - $197.75

Q3 2023

Shares 619,569 Value ($000) $106,076 Avg Close $181.32 Range $165.83 - $195.85

Q2 2023

Shares 612,042 Value ($000) $118,718 Avg Close $172.06 Range $157.65 - $192.15

Q1 2023

Shares 580,639 Value ($000) $95,747 Avg Close $145.49 Range $122.32 - $162.80

Q4 2022

Shares 411,492 Value ($000) $53 Avg Close $140.70 Range $124.00 - $154.90

Q3 2022

Shares 395,927 Value ($000) $54,717 Avg Close $154.28 Range $133.24 - $173.24

Q2 2022

Shares 709,373 Value ($000) $96,985 Avg Close $148.64 Range $126.74 - $175.05

Q1 2022

Shares 976,514 Value ($000) $170,576 Avg Close $164.84 Range $147.20 - $179.18

Q4 2021

Shares 1,156,209 Value ($000) $205,288 Avg Close $154.71 Range $135.23 - $178.39

Q3 2021

Shares 1,005,425 Value ($000) $142,253 Avg Close $143.90 Range $132.58 - $153.80

Q2 2021

Shares 967,948 Value ($000) $132,566 Avg Close $126.45 Range $119.38 - $134.19

Q1 2021

Shares 1,142,090 Value ($000) $137,208 Avg Close $125.06 Range $113.29 - $141.24

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	386,398	$105,046	$268.34	$243.76 - $288.62
Q3 2025	383,855	$97,741	$225.58	$201.08 - $257.35
Q2 2025	387,871	$79,372	$201.41	$168.63 - $224.42
Q1 2025	500,240	$111,118	$230.77	$207.71 - $249.15
Q4 2024	558,254	$139,798	$234.51	$218.48 - $258.93
Q3 2024	529,850	$123,455	$221.95	$194.68 - $235.63
Q2 2024	497,410	$104,743	$185.12	$162.75 - $218.71
Q1 2024	584,283	$117,837	$180.25	$167.13 - $194.54
Q4 2023	621,909	$119,133	$182.81	$163.90 - $197.75
Q3 2023	619,569	$106,076	$181.32	$165.83 - $195.85
Q2 2023	612,042	$118,718	$172.06	$157.65 - $192.15
Q1 2023	580,639	$95,747	$145.49	$122.32 - $162.80
Q4 2022	411,492	$53	$140.70	$124.00 - $154.90
Q3 2022	395,927	$54,717	$154.28	$133.24 - $173.24
Q2 2022	709,373	$96,985	$148.64	$126.74 - $175.05
Q1 2022	976,514	$170,576	$164.84	$147.20 - $179.18
Q4 2021	1,156,209	$205,288	$154.71	$135.23 - $178.39
Q3 2021	1,005,425	$142,253	$143.90	$132.58 - $153.80
Q2 2021	967,948	$132,566	$126.45	$119.38 - $134.19
Q1 2021	1,142,090	$137,208	$125.06	$113.29 - $141.24