APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 49,572 Value ($000) $13,476 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 49,092 Value ($000) $12,500 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 48,660 Value ($000) $9,983 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 46,090 Value ($000) $10,238 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 46,687 Value ($000) $11,691 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 46,934 Value ($000) $10,936 Avg Close $221.95 Range $194.68 - $235.63