APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q4 2025
Shares 46,678 Value ($000) $12,690 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 46,199 Value ($000) $11,764 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 45,500 Value ($000) $9,335 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 45,416 Value ($000) $10,088 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 43,841 Value ($000) $10,979 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 41,272 Value ($000) $9,616 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 40,528 Value ($000) $8,536 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 39,169 Value ($000) $6,717 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 40,266 Value ($000) $7,752 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 39,250 Value ($000) $6,720 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 40,279 Value ($000) $7,813 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 38,633 Value ($000) $6,371 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 34,408 Value ($000) $4,471 Avg Close $140.70 Range $124.00 - $154.90
Q2 2022
Shares 3,678 Value ($000) $607 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 1,889 Value ($000) $278 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 1,645 Value ($000) $266 Avg Close $154.71 Range $135.23 - $178.39