INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025

Shares 2,447 Value ($000) $1,621 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 2,506 Value ($000) $1,711 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 2,235 Value ($000) $1,760 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 2,336 Value ($000) $1,434 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 2,413 Value ($000) $1,517 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 2,169 Value ($000) $1,347 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 2,104 Value ($000) $1,383 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 1,937 Value ($000) $1,259 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 1,887 Value ($000) $1,179 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 1,573 Value ($000) $804 Avg Close $498.82 Range $437.13 - $550.72

Q4 2021

Shares 359 Value ($000) $231 Avg Close $601.47 Range $505.09 - $698.54

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,447	$1,621	$660.69	$619.82 - $689.17
Q3 2025	2,506	$1,711	$719.44	$639.09 - $812.22
Q2 2025	2,235	$1,760	$674.49	$530.03 - $787.99
Q1 2025	2,336	$1,434	$597.47	$550.52 - $635.85
Q4 2024	2,413	$1,517	$634.69	$594.96 - $710.09
Q3 2024	2,169	$1,347	$632.98	$592.31 - $669.23
Q2 2024	2,104	$1,383	$614.24	$551.94 - $670.13
Q1 2024	1,937	$1,259	$631.25	$578.51 - $663.64
Q4 2023	1,887	$1,179	$544.67	$467.66 - $623.20
Q3 2023	1,573	$804	$498.82	$437.13 - $550.72
Q4 2021	359	$231	$601.47	$505.09 - $698.54