INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025

Shares 17,926 Value ($000) $11,875 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 14,341 Value ($000) $9,793 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 13,670 Value ($000) $10,767 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 12,495 Value ($000) $7,672 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 8,988 Value ($000) $5,649 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 5,739 Value ($000) $3,564 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 5,145 Value ($000) $3,381 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 521 Value ($000) $339 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 378 Value ($000) $236 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 561 Value ($000) $287 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 636 Value ($000) $291 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 636 Value ($000) $284 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 582 Value ($000) $227 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 577 Value ($000) $224 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 576 Value ($000) $222 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 558 Value ($000) $269 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 558 Value ($000) $298 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 584 Value ($000) $354 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 544 Value ($000) $295 Avg Close $421.44 Range $374.89 - $478.84

Q3 2014

Shares 1,200 Value ($000) $105 Avg Close $75.72 Range $72.62 - $80.93

Q2 2014

Shares 1,200 Value ($000) $97 Avg Close $70.14 Range $65.88 - $74.56

Q1 2014

Shares 1,200 Value ($000) $93 Avg Close $69.23 Range $62.61 - $74.74

Q4 2013

Shares 1,274 Value ($000) $97 Avg Close $65.01 Range $58.85 - $69.57

Q3 2013

Shares 37 Value ($000) $2 Avg Close $58.14 Range $55.36 - $60.76

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,926	$11,875	$660.69	$619.82 - $689.17
Q3 2025	14,341	$9,793	$719.44	$639.09 - $812.22
Q2 2025	13,670	$10,767	$674.49	$530.03 - $787.99
Q1 2025	12,495	$7,672	$597.47	$550.52 - $635.85
Q4 2024	8,988	$5,649	$634.69	$594.96 - $710.09
Q3 2024	5,739	$3,564	$632.98	$592.31 - $669.23
Q2 2024	5,145	$3,381	$614.24	$551.94 - $670.13
Q1 2024	521	$339	$631.25	$578.51 - $663.64
Q4 2023	378	$236	$544.67	$467.66 - $623.20
Q3 2023	561	$287	$498.82	$437.13 - $550.72
Q2 2023	636	$291	$430.92	$393.86 - $455.15
Q1 2023	636	$284	$403.22	$363.35 - $449.86
Q4 2022	582	$227	$388.88	$345.71 - $433.31
Q3 2022	577	$224	$422.65	$362.81 - $480.29
Q2 2022	576	$222	$404.46	$331.53 - $495.31
Q1 2022	558	$269	$499.50	$412.70 - $629.11
Q4 2021	558	$298	$601.47	$505.09 - $698.54
Q3 2021	584	$354	$524.46	$473.62 - $567.34
Q2 2021	544	$295	$421.44	$374.89 - $478.84
Q3 2014	1,200	$105	$75.72	$72.62 - $80.93
Q2 2014	1,200	$97	$70.14	$65.88 - $74.56
Q1 2014	1,200	$93	$69.23	$62.61 - $74.74
Q4 2013	1,274	$97	$65.01	$58.85 - $69.57
Q3 2013	37	$2	$58.14	$55.36 - $60.76