INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025

Shares 1,638 Value ($000) $1,085 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 1,819 Value ($000) $1,242 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 3,611 Value ($000) $2,844 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 4,144 Value ($000) $2,544 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 4,027 Value ($000) $2,531 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 4,057 Value ($000) $2,519 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 3,844 Value ($000) $2,526 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 3,872 Value ($000) $2,517 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 4,113 Value ($000) $2,571 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 3,903 Value ($000) $1,994 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 4,174 Value ($000) $1,912 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 3,292 Value ($000) $1,468 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 3,386 Value ($000) $1,318 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 4,285 Value ($000) $1,659 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 2,110 Value ($000) $814 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 630 Value ($000) $302 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 4,613 Value ($000) $2,967 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 5,480 Value ($000) $2,956 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 11,843 Value ($000) $5,805 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 1,288 Value ($000) $493 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 1,795 Value ($000) $682 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 2,195 Value ($000) $716 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 3,083 Value ($000) $913 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 1,440 Value ($000) $331 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 2,723 Value ($000) $713 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 3,448 Value ($000) $917 Avg Close $264.00 Range $248.85 - $283.90

Q2 2019

Shares 795 Value ($000) $208 Avg Close $243.45 Range $226.16 - $260.29

Q4 2018

Shares 1,495 Value ($000) $340 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 1,495 Value ($000) $340 Avg Close $204.54 Range $191.71 - $218.87

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,638	$1,085	$660.69	$619.82 - $689.17
Q3 2025	1,819	$1,242	$719.44	$639.09 - $812.22
Q2 2025	3,611	$2,844	$674.49	$530.03 - $787.99
Q1 2025	4,144	$2,544	$597.47	$550.52 - $635.85
Q4 2024	4,027	$2,531	$634.69	$594.96 - $710.09
Q3 2024	4,057	$2,519	$632.98	$592.31 - $669.23
Q2 2024	3,844	$2,526	$614.24	$551.94 - $670.13
Q1 2024	3,872	$2,517	$631.25	$578.51 - $663.64
Q4 2023	4,113	$2,571	$544.67	$467.66 - $623.20
Q3 2023	3,903	$1,994	$498.82	$437.13 - $550.72
Q2 2023	4,174	$1,912	$430.92	$393.86 - $455.15
Q1 2023	3,292	$1,468	$403.22	$363.35 - $449.86
Q4 2022	3,386	$1,318	$388.88	$345.71 - $433.31
Q3 2022	4,285	$1,659	$422.65	$362.81 - $480.29
Q2 2022	2,110	$814	$404.46	$331.53 - $495.31
Q1 2022	630	$302	$499.50	$412.70 - $629.11
Q4 2021	4,613	$2,967	$601.47	$505.09 - $698.54
Q3 2021	5,480	$2,956	$524.46	$473.62 - $567.34
Q2 2021	11,843	$5,805	$421.44	$374.89 - $478.84
Q1 2021	1,288	$493	$373.72	$346.64 - $411.31
Q4 2020	1,795	$682	$340.30	$302.41 - $375.96
Q3 2020	2,195	$716	$302.64	$271.83 - $348.27
Q2 2020	3,083	$913	$264.89	$207.72 - $287.80
Q1 2020	1,440	$331	$260.89	$180.86 - $295.74
Q4 2019	2,723	$713	$251.45	$238.34 - $265.17
Q3 2019	3,448	$917	$264.00	$248.85 - $283.90
Q2 2019	795	$208	$243.45	$226.16 - $260.29
Q4 2018	1,495	$340	$198.51	$174.26 - $220.76
Q3 2018	1,495	$340	$204.54	$191.71 - $218.87