INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025

Shares 2,128 Value ($000) $1,410 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 2,235 Value ($000) $1,526 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 2,272 Value ($000) $1,790 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 2,521 Value ($000) $1,548 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 2,499 Value ($000) $1,570 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 3,186 Value ($000) $1,979 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 3,296 Value ($000) $2,166 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 3,180 Value ($000) $2,067 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 2,927 Value ($000) $1,830 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 3,569 Value ($000) $1,823 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 3,394 Value ($000) $1,555 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 3,269 Value ($000) $1,458 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 3,237 Value ($000) $1,260 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 2,725 Value ($000) $1,057 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 3,188 Value ($000) $1,229 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 3,232 Value ($000) $1,555 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 4,699 Value ($000) $3,022 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 4,554 Value ($000) $2,457 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 4,755 Value ($000) $2,332 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 4,108 Value ($000) $1,574 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 3,672 Value ($000) $1,396 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 2,573 Value ($000) $840 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 1,031 Value ($000) $305 Avg Close $264.89 Range $207.72 - $287.80

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,128	$1,410	$660.69	$619.82 - $689.17
Q3 2025	2,235	$1,526	$719.44	$639.09 - $812.22
Q2 2025	2,272	$1,790	$674.49	$530.03 - $787.99
Q1 2025	2,521	$1,548	$597.47	$550.52 - $635.85
Q4 2024	2,499	$1,570	$634.69	$594.96 - $710.09
Q3 2024	3,186	$1,979	$632.98	$592.31 - $669.23
Q2 2024	3,296	$2,166	$614.24	$551.94 - $670.13
Q1 2024	3,180	$2,067	$631.25	$578.51 - $663.64
Q4 2023	2,927	$1,830	$544.67	$467.66 - $623.20
Q3 2023	3,569	$1,823	$498.82	$437.13 - $550.72
Q2 2023	3,394	$1,555	$430.92	$393.86 - $455.15
Q1 2023	3,269	$1,458	$403.22	$363.35 - $449.86
Q4 2022	3,237	$1,260	$388.88	$345.71 - $433.31
Q3 2022	2,725	$1,057	$422.65	$362.81 - $480.29
Q2 2022	3,188	$1,229	$404.46	$331.53 - $495.31
Q1 2022	3,232	$1,555	$499.50	$412.70 - $629.11
Q4 2021	4,699	$3,022	$601.47	$505.09 - $698.54
Q3 2021	4,554	$2,457	$524.46	$473.62 - $567.34
Q2 2021	4,755	$2,332	$421.44	$374.89 - $478.84
Q1 2021	4,108	$1,574	$373.72	$346.64 - $411.31
Q4 2020	3,672	$1,396	$340.30	$302.41 - $375.96
Q3 2020	2,573	$840	$302.64	$271.83 - $348.27
Q2 2020	1,031	$305	$264.89	$207.72 - $287.80