APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 8,578 Value ($000) $2,332 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 8,275 Value ($000) $2,107 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 7,449 Value ($000) $1,528 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 7,219 Value ($000) $1,604 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 7,109 Value ($000) $1,780 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 6,229 Value ($000) $1,451 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 9,820 Value ($000) $2,068 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 8,869 Value ($000) $1,521 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 8,758 Value ($000) $1,686 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 7,941 Value ($000) $1,360 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 7,943 Value ($000) $1,541 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 9,666 Value ($000) $1,594 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 9,661 Value ($000) $1,255 Avg Close $140.70 Range $124.00 - $154.90