INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025

Shares 755 Value ($000) $500 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 899 Value ($000) $614 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 924 Value ($000) $728 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 736 Value ($000) $452 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 1,528 Value ($000) $961 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 4,220 Value ($000) $2,621 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 3,461 Value ($000) $2,275 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 3,235 Value ($000) $2,103 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 3,102 Value ($000) $1,939 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 3,465 Value ($000) $1,770 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 2,498 Value ($000) $1,145 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 2,534 Value ($000) $1,130 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 3,102 Value ($000) $1,939 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 1,309 Value ($000) $507 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 1,657 Value ($000) $639 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 1,393 Value ($000) $670 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 1,317 Value ($000) $847 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 1,623 Value ($000) $876 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 1,336 Value ($000) $655 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 1,354 Value ($000) $519 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 1,350 Value ($000) $513 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 1,396 Value ($000) $455 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 1,364 Value ($000) $404 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 1,110 Value ($000) $255 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 885 Value ($000) $232 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 770 Value ($000) $205 Avg Close $264.00 Range $248.85 - $283.90

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	755	$500	$660.69	$619.82 - $689.17
Q3 2025	899	$614	$719.44	$639.09 - $812.22
Q2 2025	924	$728	$674.49	$530.03 - $787.99
Q1 2025	736	$452	$597.47	$550.52 - $635.85
Q4 2024	1,528	$961	$634.69	$594.96 - $710.09
Q3 2024	4,220	$2,621	$632.98	$592.31 - $669.23
Q2 2024	3,461	$2,275	$614.24	$551.94 - $670.13
Q1 2024	3,235	$2,103	$631.25	$578.51 - $663.64
Q4 2023	3,102	$1,939	$544.67	$467.66 - $623.20
Q3 2023	3,465	$1,770	$498.82	$437.13 - $550.72
Q2 2023	2,498	$1,145	$430.92	$393.86 - $455.15
Q1 2023	2,534	$1,130	$403.22	$363.35 - $449.86
Q4 2022	3,102	$1,939	$388.88	$345.71 - $433.31
Q3 2022	1,309	$507	$422.65	$362.81 - $480.29
Q2 2022	1,657	$639	$404.46	$331.53 - $495.31
Q1 2022	1,393	$670	$499.50	$412.70 - $629.11
Q4 2021	1,317	$847	$601.47	$505.09 - $698.54
Q3 2021	1,623	$876	$524.46	$473.62 - $567.34
Q2 2021	1,336	$655	$421.44	$374.89 - $478.84
Q1 2021	1,354	$519	$373.72	$346.64 - $411.31
Q4 2020	1,350	$513	$340.30	$302.41 - $375.96
Q3 2020	1,396	$455	$302.64	$271.83 - $348.27
Q2 2020	1,364	$404	$264.89	$207.72 - $287.80
Q1 2020	1,110	$255	$260.89	$180.86 - $295.74
Q4 2019	885	$232	$251.45	$238.34 - $265.17
Q3 2019	770	$205	$264.00	$248.85 - $283.90