APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 382,164 Value ($000) $103,895 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 386,371 Value ($000) $98,382 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 391,440 Value ($000) $80,312 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 359,120 Value ($000) $79,771 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 361,925 Value ($000) $90,633 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 356,886 Value ($000) $83,154 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 269,047 Value ($000) $56,667 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 273,423 Value ($000) $46,887 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 275,686 Value ($000) $53,078 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 275,744 Value ($000) $47,210 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 159,651 Value ($000) $30,967 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 285,072 Value ($000) $47,008 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 621,949 Value ($000) $95,687 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 621,658 Value ($000) $87,616 Avg Close $154.28 Range $133.24 - $173.24
Q1 2022
Shares 603,321 Value ($000) $95,113 Avg Close $164.84 Range $147.20 - $179.18