CARRIER GLOBAL CORPORATION

Ticker: CARR CUSIP: 14448C104 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q3 2025

Shares 4,633 Value ($000) $277 Avg Close $67.63 Range $58.10 - $80.78

Q2 2025

Shares 3,349 Value ($000) $251 Avg Close $67.32 Range $53.68 - $76.11

Q1 2025

Shares 3,415 Value ($000) $202 Avg Close $65.78 Range $59.57 - $70.22

Q4 2024

Shares 3,407 Value ($000) $227 Avg Close $74.39 Range $65.74 - $82.00

Q3 2024

Shares 3,420 Value ($000) $277 Avg Close $68.53 Range $60.24 - $80.35

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	4,633	$277	$67.63	$58.10 - $80.78
Q2 2025	3,349	$251	$67.32	$53.68 - $76.11
Q1 2025	3,415	$202	$65.78	$59.57 - $70.22
Q4 2024	3,407	$227	$74.39	$65.74 - $82.00
Q3 2024	3,420	$277	$68.53	$60.24 - $80.35