APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025

Shares 16,801 Value ($000) $4,567 Avg Close $268.34 Range $243.76 - $288.62

Q3 2025

Shares 19,033 Value ($000) $4,846 Avg Close $225.58 Range $201.08 - $257.35

Q2 2025

Shares 19,426 Value ($000) $3,986 Avg Close $201.41 Range $168.63 - $224.42

Q1 2025

Shares 19,647 Value ($000) $4,364 Avg Close $230.77 Range $207.71 - $249.15

Q4 2024

Shares 20,003 Value ($000) $5,009 Avg Close $234.51 Range $218.48 - $258.93

Q3 2024

Shares 20,033 Value ($000) $4,668 Avg Close $221.95 Range $194.68 - $235.63

Q2 2024

Shares 19,903 Value ($000) $4,192 Avg Close $185.12 Range $162.75 - $218.71

Q1 2024

Shares 18,983 Value ($000) $3,255 Avg Close $180.25 Range $167.13 - $194.54

Q4 2023

Shares 19,324 Value ($000) $3,720 Avg Close $182.81 Range $163.90 - $197.75

Q3 2023

Shares 19,231 Value ($000) $3,293 Avg Close $181.32 Range $165.83 - $195.85

Q2 2023

Shares 18,702 Value ($000) $3,628 Avg Close $172.06 Range $157.65 - $192.15

Q1 2023

Shares 18,944 Value ($000) $3,124 Avg Close $145.49 Range $122.32 - $162.80

Q4 2022

Shares 18,573 Value ($000) $2,413 Avg Close $140.70 Range $124.00 - $154.90

Q3 2022

Shares 18,685 Value ($000) $2,582 Avg Close $154.28 Range $133.24 - $173.24

Q2 2022

Shares 18,917 Value ($000) $2,586 Avg Close $148.64 Range $126.74 - $175.05

Q1 2022

Shares 15,001 Value ($000) $2,619 Avg Close $164.84 Range $147.20 - $179.18

Q4 2021

Shares 14,648 Value ($000) $2,601 Avg Close $154.71 Range $135.23 - $178.39

Q3 2021

Shares 14,165 Value ($000) $2,004 Avg Close $143.90 Range $132.58 - $153.80

Q2 2021

Shares 13,119 Value ($000) $1,797 Avg Close $126.45 Range $119.38 - $134.19

Q1 2021

Shares 13,161 Value ($000) $1,608 Avg Close $125.06 Range $113.29 - $141.24

Q4 2020

Shares 13,099 Value ($000) $1,738 Avg Close $117.01 Range $104.29 - $135.11

Q3 2020

Shares 13,057 Value ($000) $1,512 Avg Close $105.97 Range $86.47 - $134.09

Q2 2020

Shares 3,229 Value ($000) $1,178 Avg Close $75.09 Range $57.29 - $90.30

Q1 2020

Shares 2,902 Value ($000) $738 Avg Close $71.07 Range $51.42 - $79.14

Q4 2019

Shares 1,650 Value ($000) $484 Avg Close $62.02 Range $51.75 - $70.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,801	$4,567	$268.34	$243.76 - $288.62
Q3 2025	19,033	$4,846	$225.58	$201.08 - $257.35
Q2 2025	19,426	$3,986	$201.41	$168.63 - $224.42
Q1 2025	19,647	$4,364	$230.77	$207.71 - $249.15
Q4 2024	20,003	$5,009	$234.51	$218.48 - $258.93
Q3 2024	20,033	$4,668	$221.95	$194.68 - $235.63
Q2 2024	19,903	$4,192	$185.12	$162.75 - $218.71
Q1 2024	18,983	$3,255	$180.25	$167.13 - $194.54
Q4 2023	19,324	$3,720	$182.81	$163.90 - $197.75
Q3 2023	19,231	$3,293	$181.32	$165.83 - $195.85
Q2 2023	18,702	$3,628	$172.06	$157.65 - $192.15
Q1 2023	18,944	$3,124	$145.49	$122.32 - $162.80
Q4 2022	18,573	$2,413	$140.70	$124.00 - $154.90
Q3 2022	18,685	$2,582	$154.28	$133.24 - $173.24
Q2 2022	18,917	$2,586	$148.64	$126.74 - $175.05
Q1 2022	15,001	$2,619	$164.84	$147.20 - $179.18
Q4 2021	14,648	$2,601	$154.71	$135.23 - $178.39
Q3 2021	14,165	$2,004	$143.90	$132.58 - $153.80
Q2 2021	13,119	$1,797	$126.45	$119.38 - $134.19
Q1 2021	13,161	$1,608	$125.06	$113.29 - $141.24
Q4 2020	13,099	$1,738	$117.01	$104.29 - $135.11
Q3 2020	13,057	$1,512	$105.97	$86.47 - $134.09
Q2 2020	3,229	$1,178	$75.09	$57.29 - $90.30
Q1 2020	2,902	$738	$71.07	$51.42 - $79.14
Q4 2019	1,650	$484	$62.02	$51.75 - $70.93