APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 6,910 Value ($000) $1,878 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 6,901 Value ($000) $1,757 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 7,002 Value ($000) $1,437 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 7,002 Value ($000) $1,555 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 263,269 Value ($000) $62,089 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 8,024 Value ($000) $1,870 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 8,405 Value ($000) $1,770 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 8,511 Value ($000) $1,639 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 8,511 Value ($000) $1,639 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 8,016 Value ($000) $1,372 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 8,533 Value ($000) $1,655 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 7,893 Value ($000) $1,301 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 7,965 Value ($000) $1,067 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 4,031 Value ($000) $557 Avg Close $154.28 Range $133.24 - $173.24