INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025

Shares 2,505 Value ($000) $1,659 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 2,633 Value ($000) $1,798 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 3,143 Value ($000) $2,475 Avg Close $674.49 Range $530.03 - $787.99

Q4 2024

Shares 12,164 Value ($000) $7,645 Avg Close $634.69 Range $594.96 - $710.09

Q2 2024

Shares 15,192 Value ($000) $9,985 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 15,650 Value ($000) $10,173 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 17,075 Value ($000) $10,672 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 21,479 Value ($000) $10,974 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 22,168 Value ($000) $10,157 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 22,982 Value ($000) $10,246 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 6,136 Value ($000) $2,388 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 6,561 Value ($000) $2,541 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 4,839 Value ($000) $1,865 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 4,544 Value ($000) $2,185 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 4,738 Value ($000) $3,047 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 4,515 Value ($000) $2,436 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 4,051 Value ($000) $1,986 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 3,833 Value ($000) $1,468 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 3,785 Value ($000) $1,438 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 3,815 Value ($000) $1,244 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 3,657 Value ($000) $1,083 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 3,892 Value ($000) $895 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 4,295 Value ($000) $1,125 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 4,364 Value ($000) $1,161 Avg Close $264.00 Range $248.85 - $283.90

Q2 2019

Shares 4,491 Value ($000) $1,174 Avg Close $243.45 Range $226.16 - $260.29

Q1 2019

Shares 4,515 Value ($000) $1,180 Avg Close $221.02 Range $179.60 - $250.24

Q4 2018

Shares 4,661 Value ($000) $917 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 4,708 Value ($000) $1,070 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 5,432 Value ($000) $1,110 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 5,585 Value ($000) $968 Avg Close $159.49 Range $142.64 - $170.01

Q4 2017

Shares 5,765 Value ($000) $910 Avg Close $144.15 Range $132.27 - $152.71

Q3 2017

Shares 5,567 Value ($000) $791 Avg Close $130.19 Range $122.88 - $138.41

Q2 2017

Shares 5,763 Value ($000) $765 Avg Close $122.01 Range $107.70 - $135.32

Q1 2017

Shares 6,033 Value ($000) $700 Avg Close $112.43 Range $104.98 - $120.51

Q4 2016

Shares 7,067 Value ($000) $810 Avg Close $104.73 Range $96.56 - $111.00

Q3 2016

Shares 7,265 Value ($000) $799 Avg Close $104.29 Range $99.16 - $109.08

Q2 2016

Shares 7,543 Value ($000) $842 Avg Close $97.25 Range $92.26 - $103.97

Q1 2016

Shares 8,527 Value ($000) $887 Avg Close $89.54 Range $81.77 - $96.92

Q4 2015

Shares 28,588 Value ($000) $2,759 Avg Close $89.36 Range $78.89 - $99.85

Q3 2015

Shares 39,429 Value ($000) $3,499 Avg Close $89.42 Range $73.38 - $99.70

Q2 2015

Shares 33,241 Value ($000) $3,350 Avg Close $93.80 Range $87.63 - $100.39

Q1 2015

Shares 35,943 Value ($000) $3,485 Avg Close $85.15 Range $77.71 - $92.50

Q4 2014

Shares 93,572 Value ($000) $8,626 Avg Close $81.30 Range $71.28 - $87.63

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,505	$1,659	$660.69	$619.82 - $689.17
Q3 2025	2,633	$1,798	$719.44	$639.09 - $812.22
Q2 2025	3,143	$2,475	$674.49	$530.03 - $787.99
Q4 2024	12,164	$7,645	$634.69	$594.96 - $710.09
Q2 2024	15,192	$9,985	$614.24	$551.94 - $670.13
Q1 2024	15,650	$10,173	$631.25	$578.51 - $663.64
Q4 2023	17,075	$10,672	$544.67	$467.66 - $623.20
Q3 2023	21,479	$10,974	$498.82	$437.13 - $550.72
Q2 2023	22,168	$10,157	$430.92	$393.86 - $455.15
Q1 2023	22,982	$10,246	$403.22	$363.35 - $449.86
Q4 2022	6,136	$2,388	$388.88	$345.71 - $433.31
Q3 2022	6,561	$2,541	$422.65	$362.81 - $480.29
Q2 2022	4,839	$1,865	$404.46	$331.53 - $495.31
Q1 2022	4,544	$2,185	$499.50	$412.70 - $629.11
Q4 2021	4,738	$3,047	$601.47	$505.09 - $698.54
Q3 2021	4,515	$2,436	$524.46	$473.62 - $567.34
Q2 2021	4,051	$1,986	$421.44	$374.89 - $478.84
Q1 2021	3,833	$1,468	$373.72	$346.64 - $411.31
Q4 2020	3,785	$1,438	$340.30	$302.41 - $375.96
Q3 2020	3,815	$1,244	$302.64	$271.83 - $348.27
Q2 2020	3,657	$1,083	$264.89	$207.72 - $287.80
Q1 2020	3,892	$895	$260.89	$180.86 - $295.74
Q4 2019	4,295	$1,125	$251.45	$238.34 - $265.17
Q3 2019	4,364	$1,161	$264.00	$248.85 - $283.90
Q2 2019	4,491	$1,174	$243.45	$226.16 - $260.29
Q1 2019	4,515	$1,180	$221.02	$179.60 - $250.24
Q4 2018	4,661	$917	$198.51	$174.26 - $220.76
Q3 2018	4,708	$1,070	$204.54	$191.71 - $218.87
Q2 2018	5,432	$1,110	$182.24	$157.89 - $205.89
Q1 2018	5,585	$968	$159.49	$142.64 - $170.01
Q4 2017	5,765	$910	$144.15	$132.27 - $152.71
Q3 2017	5,567	$791	$130.19	$122.88 - $138.41
Q2 2017	5,763	$765	$122.01	$107.70 - $135.32
Q1 2017	6,033	$700	$112.43	$104.98 - $120.51
Q4 2016	7,067	$810	$104.73	$96.56 - $111.00
Q3 2016	7,265	$799	$104.29	$99.16 - $109.08
Q2 2016	7,543	$842	$97.25	$92.26 - $103.97
Q1 2016	8,527	$887	$89.54	$81.77 - $96.92
Q4 2015	28,588	$2,759	$89.36	$78.89 - $99.85
Q3 2015	39,429	$3,499	$89.42	$73.38 - $99.70
Q2 2015	33,241	$3,350	$93.80	$87.63 - $100.39
Q1 2015	35,943	$3,485	$85.15	$77.71 - $92.50
Q4 2014	93,572	$8,626	$81.30	$71.28 - $87.63