INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

WT Wealth Management's Holding History (CIK: 0001780507)

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

Q4 2025

Shares 2,431 Value ($000) $1,611 Avg Close $660.69 Range $619.82 - $689.17

Q4 2024

Shares 3,626 Value ($000) $2,279 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 3,533 Value ($000) $2,167 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 3,252 Value ($000) $2,137 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 3,308 Value ($000) $2,150 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 3,151 Value ($000) $1,970 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 2,834 Value ($000) $1,448 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 3,127 Value ($000) $1,433 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 3,261 Value ($000) $1,454 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 3,464 Value ($000) $1,348 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 3,353 Value ($000) $1,299 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 3,421 Value ($000) $1,319 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 3,663 Value ($000) $1,761 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 3,202 Value ($000) $2,060 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 3,666 Value ($000) $1,978 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 3,720 Value ($000) $1,823 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 3,444 Value ($000) $1,319 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 4,017 Value ($000) $1,525 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 3,070 Value ($000) $1,001 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 2,699 Value ($000) $799 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 2,290 Value ($000) $526 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 1,830 Value ($000) $479 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 1,870 Value ($000) $497 Avg Close $264.00 Range $248.85 - $283.90

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,431	$1,611	$660.69	$619.82 - $689.17
Q4 2024	3,626	$2,279	$634.69	$594.96 - $710.09
Q3 2024	3,533	$2,167	$632.98	$592.31 - $669.23
Q2 2024	3,252	$2,137	$614.24	$551.94 - $670.13
Q1 2024	3,308	$2,150	$631.25	$578.51 - $663.64
Q4 2023	3,151	$1,970	$544.67	$467.66 - $623.20
Q3 2023	2,834	$1,448	$498.82	$437.13 - $550.72
Q2 2023	3,127	$1,433	$430.92	$393.86 - $455.15
Q1 2023	3,261	$1,454	$403.22	$363.35 - $449.86
Q4 2022	3,464	$1,348	$388.88	$345.71 - $433.31
Q3 2022	3,353	$1,299	$422.65	$362.81 - $480.29
Q2 2022	3,421	$1,319	$404.46	$331.53 - $495.31
Q1 2022	3,663	$1,761	$499.50	$412.70 - $629.11
Q4 2021	3,202	$2,060	$601.47	$505.09 - $698.54
Q3 2021	3,666	$1,978	$524.46	$473.62 - $567.34
Q2 2021	3,720	$1,823	$421.44	$374.89 - $478.84
Q1 2021	3,444	$1,319	$373.72	$346.64 - $411.31
Q4 2020	4,017	$1,525	$340.30	$302.41 - $375.96
Q3 2020	3,070	$1,001	$302.64	$271.83 - $348.27
Q2 2020	2,699	$799	$264.89	$207.72 - $287.80
Q1 2020	2,290	$526	$260.89	$180.86 - $295.74
Q4 2019	1,830	$479	$251.45	$238.34 - $265.17
Q3 2019	1,870	$497	$264.00	$248.85 - $283.90