APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Waterford Advisors, LLC's Holding History (CIK: 0001960657)

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

Q4 2025

Shares 8,475 Value ($000) $2,304 Avg Close $268.34 Range $243.76 - $288.62

Q3 2025

Shares 8,343 Value ($000) $2,124 Avg Close $225.58 Range $201.08 - $257.35

Q2 2025

Shares 276,491 Value ($000) $1,706 Avg Close $201.41 Range $168.63 - $224.42

Q1 2025

Shares 8,316 Value ($000) $1,847 Avg Close $230.77 Range $207.71 - $249.15

Q4 2024

Shares 8,367 Value ($000) $2,095 Avg Close $234.51 Range $218.48 - $258.93

Q3 2024

Shares 8,370 Value ($000) $1,950 Avg Close $221.95 Range $194.68 - $235.63

Q2 2024

Shares 8,371 Value ($000) $1,763 Avg Close $185.12 Range $162.75 - $218.71

Q1 2024

Shares 8,349 Value ($000) $1,432 Avg Close $180.25 Range $167.13 - $194.54

Q4 2023

Shares 8,445 Value ($000) $1,626 Avg Close $182.81 Range $163.90 - $197.75

Q3 2023

Shares 8,445 Value ($000) $1,446 Avg Close $181.32 Range $165.83 - $195.85

Q2 2023

Shares 8,345 Value ($000) $2 Avg Close $172.06 Range $157.65 - $192.15

Q1 2023

Shares 8,395 Value ($000) $1 Avg Close $145.49 Range $122.32 - $162.80

Q4 2022

Shares 8,661 Value ($000) $1 Avg Close $140.70 Range $124.00 - $154.90

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,475	$2,304	$268.34	$243.76 - $288.62
Q3 2025	8,343	$2,124	$225.58	$201.08 - $257.35
Q2 2025	276,491	$1,706	$201.41	$168.63 - $224.42
Q1 2025	8,316	$1,847	$230.77	$207.71 - $249.15
Q4 2024	8,367	$2,095	$234.51	$218.48 - $258.93
Q3 2024	8,370	$1,950	$221.95	$194.68 - $235.63
Q2 2024	8,371	$1,763	$185.12	$162.75 - $218.71
Q1 2024	8,349	$1,432	$180.25	$167.13 - $194.54
Q4 2023	8,445	$1,626	$182.81	$163.90 - $197.75
Q3 2023	8,445	$1,446	$181.32	$165.83 - $195.85
Q2 2023	8,345	$2	$172.06	$157.65 - $192.15
Q1 2023	8,395	$1	$145.49	$122.32 - $162.80
Q4 2022	8,661	$1	$140.70	$124.00 - $154.90