INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025

Shares 814 Value ($000) $539 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 789 Value ($000) $539 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 779 Value ($000) $614 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 761 Value ($000) $467 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 1,183 Value ($000) $744 Avg Close $634.69 Range $594.96 - $710.09

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	814	$539	$660.69	$619.82 - $689.17
Q3 2025	789	$539	$719.44	$639.09 - $812.22
Q2 2025	779	$614	$674.49	$530.03 - $787.99
Q1 2025	761	$467	$597.47	$550.52 - $635.85
Q4 2024	1,183	$744	$634.69	$594.96 - $710.09