APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025

Shares 33,389 Value ($000) $9,077 Avg Close $268.34 Range $243.76 - $288.62

Q3 2025

Shares 33,419 Value ($000) $8,510 Avg Close $225.58 Range $201.08 - $257.35

Q2 2025

Shares 72,199 Value ($000) $14,813 Avg Close $201.41 Range $168.63 - $224.42

Q1 2025

Shares 71,886 Value ($000) $15,968 Avg Close $230.77 Range $207.71 - $249.15

Q4 2024

Shares 71,880 Value ($000) $18,000 Avg Close $234.51 Range $218.48 - $258.93

Q3 2024

Shares 40,008 Value ($000) $9,322 Avg Close $221.95 Range $194.68 - $235.63

Q2 2024

Shares 41,476 Value ($000) $8,736 Avg Close $185.12 Range $162.75 - $218.71

Q1 2024

Shares 41,543 Value ($000) $7,124 Avg Close $180.25 Range $167.13 - $194.54

Q4 2023

Shares 36,987 Value ($000) $7,121 Avg Close $182.81 Range $163.90 - $197.75

Q3 2023

Shares 36,305 Value ($000) $6,216 Avg Close $181.32 Range $165.83 - $195.85

Q2 2023

Shares 36,085 Value ($000) $6,999 Avg Close $172.06 Range $157.65 - $192.15

Q1 2023

Shares 35,713 Value ($000) $5,889 Avg Close $145.49 Range $122.32 - $162.80

Q4 2022

Shares 36,745 Value ($000) $4,775 Avg Close $140.70 Range $124.00 - $154.90

Q3 2022

Shares 32,747 Value ($000) $4,526 Avg Close $154.28 Range $133.24 - $173.24

Q2 2022

Shares 32,150 Value ($000) $4,396 Avg Close $148.64 Range $126.74 - $175.05

Q1 2022

Shares 32,221 Value ($000) $5,626 Avg Close $164.84 Range $147.20 - $179.18

Q4 2021

Shares 19,982 Value ($000) $3,548 Avg Close $154.71 Range $135.23 - $178.39

Q3 2021

Shares 20,024 Value ($000) $2,833 Avg Close $143.90 Range $132.58 - $153.80

Q2 2021

Shares 21,194 Value ($000) $2,903 Avg Close $126.45 Range $119.38 - $134.19

Q1 2021

Shares 21,598 Value ($000) $2,638 Avg Close $125.06 Range $113.29 - $141.24

Q4 2020

Shares 17,032 Value ($000) $2,260 Avg Close $117.01 Range $104.29 - $135.11

Q3 2020

Shares 16,939 Value ($000) $1,962 Avg Close $105.97 Range $86.47 - $134.09

Q2 2020

Shares 3,583 Value ($000) $1,307 Avg Close $75.09 Range $57.29 - $90.30

Q1 2020

Shares 3,592 Value ($000) $913 Avg Close $71.07 Range $51.42 - $79.14

Q4 2019

Shares 3,024 Value ($000) $882 Avg Close $62.02 Range $51.75 - $70.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	33,389	$9,077	$268.34	$243.76 - $288.62
Q3 2025	33,419	$8,510	$225.58	$201.08 - $257.35
Q2 2025	72,199	$14,813	$201.41	$168.63 - $224.42
Q1 2025	71,886	$15,968	$230.77	$207.71 - $249.15
Q4 2024	71,880	$18,000	$234.51	$218.48 - $258.93
Q3 2024	40,008	$9,322	$221.95	$194.68 - $235.63
Q2 2024	41,476	$8,736	$185.12	$162.75 - $218.71
Q1 2024	41,543	$7,124	$180.25	$167.13 - $194.54
Q4 2023	36,987	$7,121	$182.81	$163.90 - $197.75
Q3 2023	36,305	$6,216	$181.32	$165.83 - $195.85
Q2 2023	36,085	$6,999	$172.06	$157.65 - $192.15
Q1 2023	35,713	$5,889	$145.49	$122.32 - $162.80
Q4 2022	36,745	$4,775	$140.70	$124.00 - $154.90
Q3 2022	32,747	$4,526	$154.28	$133.24 - $173.24
Q2 2022	32,150	$4,396	$148.64	$126.74 - $175.05
Q1 2022	32,221	$5,626	$164.84	$147.20 - $179.18
Q4 2021	19,982	$3,548	$154.71	$135.23 - $178.39
Q3 2021	20,024	$2,833	$143.90	$132.58 - $153.80
Q2 2021	21,194	$2,903	$126.45	$119.38 - $134.19
Q1 2021	21,598	$2,638	$125.06	$113.29 - $141.24
Q4 2020	17,032	$2,260	$117.01	$104.29 - $135.11
Q3 2020	16,939	$1,962	$105.97	$86.47 - $134.09
Q2 2020	3,583	$1,307	$75.09	$57.29 - $90.30
Q1 2020	3,592	$913	$71.07	$51.42 - $79.14
Q4 2019	3,024	$882	$62.02	$51.75 - $70.93