APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 5,935 Value ($000) $1,470 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 5,982 Value ($000) $1,535 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 4,876 Value ($000) $1,024 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 5,038 Value ($000) $998 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 4,528 Value ($000) $1,072 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 5,681 Value ($000) $1,317 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 5,426 Value ($000) $1,264 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 4,754 Value ($000) $805 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 4,345 Value ($000) $820 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 5,353 Value ($000) $939 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 5,241 Value ($000) $1,017 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 5,284 Value ($000) $896 Avg Close $145.49 Range $122.32 - $162.80