INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025

Shares 1,226 Value ($000) $812 Avg Close $660.69 Range $619.82 - $689.17

Q1 2024

Shares 1,136 Value ($000) $728 Avg Close $631.25 Range $578.51 - $663.64

Q2 2023

Shares 1,328 Value ($000) $680 Avg Close $430.92 Range $393.86 - $455.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,226	$812	$660.69	$619.82 - $689.17
Q1 2024	1,136	$728	$631.25	$578.51 - $663.64
Q2 2023	1,328	$680	$430.92	$393.86 - $455.15