APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 15,829 Value ($000) $4,303 Avg Close $268.34 Range $243.76 - $288.62
Q2 2025
Shares 14,718 Value ($000) $3,020 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 13,704 Value ($000) $3,044 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 14,132 Value ($000) $3,539 Avg Close $234.51 Range $218.48 - $258.93