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> AAPL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Apple Inc. | AAPL | 86,171 | 15 | 16,714,659,000 | 5,520,331,000 | $193,970.81 |
| 12/31/2022 | Apple Inc. | AAPL | 86,156 | -206 | 11,194,328,000 | 11,182,393,000 | $129,930.92 |
| 09/30/2022 | Apple Inc. | AAPL | 86,362 | -41 | 11,935,000 | 122,000 | $138.20 |
| 06/30/2022 | Apple Inc. | AAPL | 86,403 | 2,194 | 11,813,000 | -2,916,000 | $136.72 |
| 03/31/2022 | Apple Inc. | AAPL | 84,209 | 585 | 14,729,000 | -120,000 | $174.91 |
| 12/31/2021 | Apple Inc. | AAPL | 83,624 | 92 | 14,849,000 | 2,937,000 | $177.57 |
| 09/30/2021 | Apple Inc. | AAPL | 83,532 | 228 | 11,912,000 | 503,000 | $142.60 |
| 06/30/2021 | Apple Inc. | AAPL | 83,304 | -7,166 | 11,409,000 | -596,000 | $136.96 |
| 12/31/2020 | Apple Inc. | AAPL | 90,470 | 79 | 12,005,000 | 1,537,000 | $132.70 |
| 09/30/2020 | Apple Inc. | AAPL | 90,391 | 66,856 | 10,468,000 | 1,931,000 | $115.81 |
| 06/30/2020 | Apple Inc. | AAPL | 23,535 | -53 | 8,537,000 | 2,539,000 | $362.74 |
| 03/31/2020 | Apple Inc. | AAPL | 23,588 | -1,095 | 5,998,000 | -1,250,000 | $254.28 |
| 12/31/2019 | Apple Inc. | AAPL | 24,683 | 24,683 | 7,248,000 | 7,248,000 | $293.64 |
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