INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025

Shares 2,002 Value ($000) $1,326 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 2,004 Value ($000) $1,369 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 1,982 Value ($000) $1,561 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 1,999 Value ($000) $1,228 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 2,018 Value ($000) $1,269 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 1,996 Value ($000) $1,239 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 36,325 Value ($000) $1 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 1,987 Value ($000) $1 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 1,996 Value ($000) $1 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 2,003 Value ($000) $1 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 1,964 Value ($000) $897 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 1,741 Value ($000) $776 Avg Close $403.22 Range $363.35 - $449.86

Q3 2022

Shares 1,711 Value ($000) $663 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 1,709 Value ($000) $659 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 1,707 Value ($000) $821 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 1,706 Value ($000) $1,097 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 1,705 Value ($000) $920 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 1,704 Value ($000) $835 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 1,701 Value ($000) $635 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 1,701 Value ($000) $635 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 500 Value ($000) $163 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 500 Value ($000) $148 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 500 Value ($000) $115 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 500 Value ($000) $131 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 500 Value ($000) $132 Avg Close $264.00 Range $248.85 - $283.90

Q4 2018

Shares 21 Value ($000) $4 Avg Close $198.51 Range $174.26 - $220.76

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,002	$1,326	$660.69	$619.82 - $689.17
Q3 2025	2,004	$1,369	$719.44	$639.09 - $812.22
Q2 2025	1,982	$1,561	$674.49	$530.03 - $787.99
Q1 2025	1,999	$1,228	$597.47	$550.52 - $635.85
Q4 2024	2,018	$1,269	$634.69	$594.96 - $710.09
Q3 2024	1,996	$1,239	$632.98	$592.31 - $669.23
Q2 2024	36,325	$1	$614.24	$551.94 - $670.13
Q1 2024	1,987	$1	$631.25	$578.51 - $663.64
Q4 2023	1,996	$1	$544.67	$467.66 - $623.20
Q3 2023	2,003	$1	$498.82	$437.13 - $550.72
Q2 2023	1,964	$897	$430.92	$393.86 - $455.15
Q1 2023	1,741	$776	$403.22	$363.35 - $449.86
Q3 2022	1,711	$663	$422.65	$362.81 - $480.29
Q2 2022	1,709	$659	$404.46	$331.53 - $495.31
Q1 2022	1,707	$821	$499.50	$412.70 - $629.11
Q4 2021	1,706	$1,097	$601.47	$505.09 - $698.54
Q3 2021	1,705	$920	$524.46	$473.62 - $567.34
Q2 2021	1,704	$835	$421.44	$374.89 - $478.84
Q1 2021	1,701	$635	$373.72	$346.64 - $411.31
Q4 2020	1,701	$635	$340.30	$302.41 - $375.96
Q3 2020	500	$163	$302.64	$271.83 - $348.27
Q2 2020	500	$148	$264.89	$207.72 - $287.80
Q1 2020	500	$115	$260.89	$180.86 - $295.74
Q4 2019	500	$131	$251.45	$238.34 - $265.17
Q3 2019	500	$132	$264.00	$248.85 - $283.90
Q4 2018	21	$4	$198.51	$174.26 - $220.76