INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025

Shares 1,593 Value ($000) $1,055 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 1,576 Value ($000) $1,076 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 1,466 Value ($000) $1,155 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 1,289 Value ($000) $791 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 1,292 Value ($000) $812 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 1,205 Value ($000) $748 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 1,106 Value ($000) $727 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 1,082 Value ($000) $703 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 1,005 Value ($000) $628 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 918 Value ($000) $469 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 711 Value ($000) $326 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 617 Value ($000) $275 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 576 Value ($000) $224 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 991 Value ($000) $384 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 796 Value ($000) $307 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 466 Value ($000) $224 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 551 Value ($000) $354 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 470 Value ($000) $254 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 439 Value ($000) $215 Avg Close $421.44 Range $374.89 - $478.84

Q1 2019

Shares 399 Value ($000) $104 Avg Close $221.02 Range $179.60 - $250.24

Q4 2018

Shares 442 Value ($000) $87 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 419 Value ($000) $95 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 419 Value ($000) $90 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 592 Value ($000) $101 Avg Close $159.49 Range $142.64 - $170.01

Q4 2017

Shares 1,024 Value ($000) $161 Avg Close $144.15 Range $132.27 - $152.71

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,593	$1,055	$660.69	$619.82 - $689.17
Q3 2025	1,576	$1,076	$719.44	$639.09 - $812.22
Q2 2025	1,466	$1,155	$674.49	$530.03 - $787.99
Q1 2025	1,289	$791	$597.47	$550.52 - $635.85
Q4 2024	1,292	$812	$634.69	$594.96 - $710.09
Q3 2024	1,205	$748	$632.98	$592.31 - $669.23
Q2 2024	1,106	$727	$614.24	$551.94 - $670.13
Q1 2024	1,082	$703	$631.25	$578.51 - $663.64
Q4 2023	1,005	$628	$544.67	$467.66 - $623.20
Q3 2023	918	$469	$498.82	$437.13 - $550.72
Q2 2023	711	$326	$430.92	$393.86 - $455.15
Q1 2023	617	$275	$403.22	$363.35 - $449.86
Q4 2022	576	$224	$388.88	$345.71 - $433.31
Q3 2022	991	$384	$422.65	$362.81 - $480.29
Q2 2022	796	$307	$404.46	$331.53 - $495.31
Q1 2022	466	$224	$499.50	$412.70 - $629.11
Q4 2021	551	$354	$601.47	$505.09 - $698.54
Q3 2021	470	$254	$524.46	$473.62 - $567.34
Q2 2021	439	$215	$421.44	$374.89 - $478.84
Q1 2019	399	$104	$221.02	$179.60 - $250.24
Q4 2018	442	$87	$198.51	$174.26 - $220.76
Q3 2018	419	$95	$204.54	$191.71 - $218.87
Q2 2018	419	$90	$182.24	$157.89 - $205.89
Q1 2018	592	$101	$159.49	$142.64 - $170.01
Q4 2017	1,024	$161	$144.15	$132.27 - $152.71