APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025

Shares 22,812 Value ($000) $6,201 Avg Close $268.34 Range $243.76 - $288.62

Q3 2025

Shares 20,691 Value ($000) $5,269 Avg Close $225.58 Range $201.08 - $257.35

Q2 2025

Shares 21,737 Value ($000) $4,460 Avg Close $201.41 Range $168.63 - $224.42

Q1 2025

Shares 20,732 Value ($000) $4,605 Avg Close $230.77 Range $207.71 - $249.15

Q4 2024

Shares 20,772 Value ($000) $5,202 Avg Close $234.51 Range $218.48 - $258.93

Q3 2024

Shares 18,519 Value ($000) $4,315 Avg Close $221.95 Range $194.68 - $235.63

Q2 2024

Shares 5,465 Value ($000) $1,151 Avg Close $185.12 Range $162.75 - $218.71

Q1 2024

Shares 5,332 Value ($000) $914 Avg Close $180.25 Range $167.13 - $194.54

Q4 2023

Shares 7,446 Value ($000) $967 Avg Close $182.81 Range $163.90 - $197.75

Q3 2023

Shares 5,714 Value ($000) $978 Avg Close $181.32 Range $165.83 - $195.85

Q2 2023

Shares 3,292 Value ($000) $639 Avg Close $172.06 Range $157.65 - $192.15

Q1 2023

Shares 3,307 Value ($000) $545 Avg Close $145.49 Range $122.32 - $162.80

Q4 2022

Shares 7,446 Value ($000) $967 Avg Close $140.70 Range $124.00 - $154.90

Q3 2022

Shares 7,365 Value ($000) $1,018 Avg Close $154.28 Range $133.24 - $173.24

Q2 2022

Shares 7,379 Value ($000) $1,009 Avg Close $148.64 Range $126.74 - $175.05

Q1 2022

Shares 5,452 Value ($000) $952 Avg Close $164.84 Range $147.20 - $179.18

Q4 2021

Shares 6,383 Value ($000) $1,133 Avg Close $154.71 Range $135.23 - $178.39

Q3 2021

Shares 5,084 Value ($000) $719 Avg Close $143.90 Range $132.58 - $153.80

Q2 2021

Shares 4,516 Value ($000) $619 Avg Close $126.45 Range $119.38 - $134.19

Q1 2021

Shares 4,839 Value ($000) $591 Avg Close $125.06 Range $113.29 - $141.24

Q4 2020

Shares 3,935 Value ($000) $522 Avg Close $117.01 Range $104.29 - $135.11

Q3 2020

Shares 3,977 Value ($000) $461 Avg Close $105.97 Range $86.47 - $134.09

Q2 2020

Shares 1,928 Value ($000) $703 Avg Close $75.09 Range $57.29 - $90.30

Q1 2020

Shares 1,454 Value ($000) $370 Avg Close $71.07 Range $51.42 - $79.14

Q4 2019

Shares 1,094 Value ($000) $321 Avg Close $62.02 Range $51.75 - $70.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,812	$6,201	$268.34	$243.76 - $288.62
Q3 2025	20,691	$5,269	$225.58	$201.08 - $257.35
Q2 2025	21,737	$4,460	$201.41	$168.63 - $224.42
Q1 2025	20,732	$4,605	$230.77	$207.71 - $249.15
Q4 2024	20,772	$5,202	$234.51	$218.48 - $258.93
Q3 2024	18,519	$4,315	$221.95	$194.68 - $235.63
Q2 2024	5,465	$1,151	$185.12	$162.75 - $218.71
Q1 2024	5,332	$914	$180.25	$167.13 - $194.54
Q4 2023	7,446	$967	$182.81	$163.90 - $197.75
Q3 2023	5,714	$978	$181.32	$165.83 - $195.85
Q2 2023	3,292	$639	$172.06	$157.65 - $192.15
Q1 2023	3,307	$545	$145.49	$122.32 - $162.80
Q4 2022	7,446	$967	$140.70	$124.00 - $154.90
Q3 2022	7,365	$1,018	$154.28	$133.24 - $173.24
Q2 2022	7,379	$1,009	$148.64	$126.74 - $175.05
Q1 2022	5,452	$952	$164.84	$147.20 - $179.18
Q4 2021	6,383	$1,133	$154.71	$135.23 - $178.39
Q3 2021	5,084	$719	$143.90	$132.58 - $153.80
Q2 2021	4,516	$619	$126.45	$119.38 - $134.19
Q1 2021	4,839	$591	$125.06	$113.29 - $141.24
Q4 2020	3,935	$522	$117.01	$104.29 - $135.11
Q3 2020	3,977	$461	$105.97	$86.47 - $134.09
Q2 2020	1,928	$703	$75.09	$57.29 - $90.30
Q1 2020	1,454	$370	$71.07	$51.42 - $79.14
Q4 2019	1,094	$321	$62.02	$51.75 - $70.93