BLACKSTONE INC

Ticker: BX CUSIP: 09260D107 Class: COM

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025

Shares 48,855 Value ($000) $7,531 Avg Close $151.46 Range $135.44 - $168.95

Q3 2025

Shares 46,231 Value ($000) $7,899 Avg Close $169.47 Range $146.37 - $188.42

Q2 2025

Shares 45,874 Value ($000) $6,862 Avg Close $135.11 Range $113.15 - $150.41

Q1 2025

Shares 45,176 Value ($000) $6,315 Avg Close $158.19 Range $130.34 - $183.19

Q4 2024

Shares 43,003 Value ($000) $7,415 Avg Close $168.78 Range $141.83 - $194.94

Q3 2024

Shares 43,953 Value ($000) $6,731 Avg Close $133.67 Range $114.90 - $155.62

Q2 2024

Shares 43,644 Value ($000) $5,403 Avg Close $117.83 Range $111.13 - $126.02

Q1 2024

Shares 43,398 Value ($000) $5,701 Avg Close $118.70 Range $108.66 - $127.29

Q4 2023

Shares 41,072 Value ($000) $5,377 Avg Close $102.08 Range $83.79 - $126.30

Q3 2023

Shares 40,925 Value ($000) $4,385 Avg Close $97.43 Range $83.25 - $109.50

Q2 2023

Shares 40,362 Value ($000) $3,752 Avg Close $80.16 Range $73.08 - $87.60

Q1 2023

Shares 40,078 Value ($000) $3,520 Avg Close $81.16 Range $67.62 - $93.19

Q4 2022

Shares 39,003 Value ($000) $2,894 Avg Close $78.64 Range $65.50 - $100.46

Q3 2022

Shares 38,524 Value ($000) $3,224 Avg Close $87.28 Range $73.86 - $100.31

Q2 2022

Shares 37,940 Value ($000) $3,461 Avg Close $96.09 Range $77.69 - $117.30

Q1 2022

Shares 37,895 Value ($000) $4,810 Avg Close $107.20 Range $88.73 - $122.03

Q4 2021

Shares 38,224 Value ($000) $4,946 Avg Close $116.12 Range $94.24 - $130.74

Q3 2021

Shares 36,874 Value ($000) $4,290 Avg Close $100.33 Range $83.11 - $118.55

Q2 2021

Shares 32,697 Value ($000) $3,176 Avg Close $76.25 Range $63.37 - $86.73

Q1 2021

Shares 27,414 Value ($000) $2,043 Avg Close $58.60 Range $51.55 - $65.04

Q4 2020

Shares 19,228 Value ($000) $1,246 Avg Close $48.82 Range $41.18 - $55.32

Q3 2020

Shares 16,703 Value ($000) $872 Avg Close $44.51 Range $41.06 - $48.76

Q2 2020

Shares 16,949 Value ($000) $960 Avg Close $43.48 Range $32.25 - $49.84

Q1 2020

Shares 17,655 Value ($000) $805 Avg Close $45.26 Range $27.12 - $53.39

Q4 2019

Shares 16,111 Value ($000) $901 Avg Close $42.09 Range $36.30 - $46.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	48,855	$7,531	$151.46	$135.44 - $168.95
Q3 2025	46,231	$7,899	$169.47	$146.37 - $188.42
Q2 2025	45,874	$6,862	$135.11	$113.15 - $150.41
Q1 2025	45,176	$6,315	$158.19	$130.34 - $183.19
Q4 2024	43,003	$7,415	$168.78	$141.83 - $194.94
Q3 2024	43,953	$6,731	$133.67	$114.90 - $155.62
Q2 2024	43,644	$5,403	$117.83	$111.13 - $126.02
Q1 2024	43,398	$5,701	$118.70	$108.66 - $127.29
Q4 2023	41,072	$5,377	$102.08	$83.79 - $126.30
Q3 2023	40,925	$4,385	$97.43	$83.25 - $109.50
Q2 2023	40,362	$3,752	$80.16	$73.08 - $87.60
Q1 2023	40,078	$3,520	$81.16	$67.62 - $93.19
Q4 2022	39,003	$2,894	$78.64	$65.50 - $100.46
Q3 2022	38,524	$3,224	$87.28	$73.86 - $100.31
Q2 2022	37,940	$3,461	$96.09	$77.69 - $117.30
Q1 2022	37,895	$4,810	$107.20	$88.73 - $122.03
Q4 2021	38,224	$4,946	$116.12	$94.24 - $130.74
Q3 2021	36,874	$4,290	$100.33	$83.11 - $118.55
Q2 2021	32,697	$3,176	$76.25	$63.37 - $86.73
Q1 2021	27,414	$2,043	$58.60	$51.55 - $65.04
Q4 2020	19,228	$1,246	$48.82	$41.18 - $55.32
Q3 2020	16,703	$872	$44.51	$41.06 - $48.76
Q2 2020	16,949	$960	$43.48	$32.25 - $49.84
Q1 2020	17,655	$805	$45.26	$27.12 - $53.39
Q4 2019	16,111	$901	$42.09	$36.30 - $46.14