MICROSOFT CORP

Ticker: MSFT CUSIP: 594918104 Class: Common Stock

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 1,490 Value ($000) $772 Avg Close $508.71 Range $486.99 - $553.50
Q2 2025
Shares 1,189 Value ($000) $591 Avg Close $432.38 Range $342.95 - $499.00
Q1 2025
Shares 1,108 Value ($000) $416 Avg Close $405.08 Range $365.28 - $445.10
Q4 2024
Shares 1,155 Value ($000) $487 Avg Close $422.35 Range $401.80 - $452.82
Q3 2021
Shares 959 Value ($000) $270 Avg Close $280.73 Range $259.89 - $295.39
Q2 2021
Shares 977 Value ($000) $265 Avg Close $244.73 Range $228.94 - $261.86
Q1 2021
Shares 900 Value ($000) $212 Avg Close $222.90 Range $203.36 - $236.17
Q4 2020
Shares 1,419 Value ($000) $316 Avg Close $206.04 Range $191.04 - $218.32
Q3 2020
Shares 1,413 Value ($000) $297 Avg Close $200.75 Range $187.82 - $222.85
Q2 2020
Shares 1,411 Value ($000) $287 Avg Close $173.06 Range $143.15 - $195.15
Q1 2020
Shares 1,410 Value ($000) $222 Avg Close $156.34 Range $126.17 - $181.07