INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025

Shares 3,293 Value ($000) $2,182 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 2,183 Value ($000) $1,490 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 676 Value ($000) $532 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 701 Value ($000) $430 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 946 Value ($000) $595 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 973 Value ($000) $604 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 956 Value ($000) $628 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 1,649 Value ($000) $1,072 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 1,660 Value ($000) $1,038 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 1,659 Value ($000) $848 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 1,963 Value ($000) $900 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 3,624 Value ($000) $1,616 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 2,240 Value ($000) $872 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 2,772 Value ($000) $1,074 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 3,697 Value ($000) $1,425 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 3,748 Value ($000) $1,802 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 2,362 Value ($000) $1,519 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 1,454 Value ($000) $784 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 1,888 Value ($000) $925 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 1,911 Value ($000) $732 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 1,442 Value ($000) $548 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 936 Value ($000) $305 Avg Close $302.64 Range $271.83 - $348.27

Q3 2018

Shares 82 Value ($000) $18 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 85 Value ($000) $17 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 86 Value ($000) $15 Avg Close $159.49 Range $142.64 - $170.01

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,293	$2,182	$660.69	$619.82 - $689.17
Q3 2025	2,183	$1,490	$719.44	$639.09 - $812.22
Q2 2025	676	$532	$674.49	$530.03 - $787.99
Q1 2025	701	$430	$597.47	$550.52 - $635.85
Q4 2024	946	$595	$634.69	$594.96 - $710.09
Q3 2024	973	$604	$632.98	$592.31 - $669.23
Q2 2024	956	$628	$614.24	$551.94 - $670.13
Q1 2024	1,649	$1,072	$631.25	$578.51 - $663.64
Q4 2023	1,660	$1,038	$544.67	$467.66 - $623.20
Q3 2023	1,659	$848	$498.82	$437.13 - $550.72
Q2 2023	1,963	$900	$430.92	$393.86 - $455.15
Q1 2023	3,624	$1,616	$403.22	$363.35 - $449.86
Q4 2022	2,240	$872	$388.88	$345.71 - $433.31
Q3 2022	2,772	$1,074	$422.65	$362.81 - $480.29
Q2 2022	3,697	$1,425	$404.46	$331.53 - $495.31
Q1 2022	3,748	$1,802	$499.50	$412.70 - $629.11
Q4 2021	2,362	$1,519	$601.47	$505.09 - $698.54
Q3 2021	1,454	$784	$524.46	$473.62 - $567.34
Q2 2021	1,888	$925	$421.44	$374.89 - $478.84
Q1 2021	1,911	$732	$373.72	$346.64 - $411.31
Q4 2020	1,442	$548	$340.30	$302.41 - $375.96
Q3 2020	936	$305	$302.64	$271.83 - $348.27
Q3 2018	82	$18	$204.54	$191.71 - $218.87
Q2 2018	85	$17	$182.24	$157.89 - $205.89
Q1 2018	86	$15	$159.49	$142.64 - $170.01