APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 131,129 Value ($000) $35,649 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 113,252 Value ($000) $28,837 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 103,964 Value ($000) $21,330 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 101,001 Value ($000) $22,440 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 75,023 Value ($000) $18,787 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 62,570 Value ($000) $14,579 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 53,511 Value ($000) $11,271 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 37,941 Value ($000) $6,506 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 28,158 Value ($000) $5,421 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 15,222 Value ($000) $2,606 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 14,776 Value ($000) $2,866 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 14,119 Value ($000) $2,328 Avg Close $145.49 Range $122.32 - $162.80