FIDELITY NATIONAL FINANCIAL

Ticker: FNF CUSIP: 31620R303 Class: EQTY

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

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

Q4 2025
Shares 6,137 Value ($000) $331 Avg Close $54.76 Range $51.92 - $58.02
Q3 2025
Shares 6,175 Value ($000) $358 Avg Close $55.11 Range $47.94 - $58.16
Q2 2025
Shares 5,612 Value ($000) $310 Avg Close $54.96 Range $49.80 - $62.63
Q1 2025
Shares 5,576 Value ($000) $334 Avg Close $56.05 Range $50.00 - $62.05
Q4 2024
Shares 5,638 Value ($000) $306 Avg Close $55.70 Range $50.92 - $59.88
Q3 2024
Shares 5,693 Value ($000) $357 Avg Close $51.50 Range $43.91 - $57.37
Q2 2024
Shares 6,013 Value ($000) $295 Avg Close $45.75 Range $42.51 - $48.96
Q1 2024
Shares 6,474 Value ($000) $305 Avg Close $45.37 Range $42.77 - $48.41
Q4 2023
Shares 7,234 Value ($000) $349 Avg Close $38.82 Range $33.02 - $46.28
Q3 2023
Shares 7,556 Value ($000) $290 Avg Close $35.34 Range $30.78 - $38.59
Q2 2023
Shares 7,792 Value ($000) $281 Avg Close $30.38 Range $27.83 - $31.96
Q1 2023
Shares 7,558 Value ($000) $267 Avg Close $33.82 Range $27.67 - $39.02
Q4 2022
Shares 7,702 Value ($000) $337 Avg Close $31.86 Range $29.13 - $34.69