INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025

Shares 4,576 Value ($000) $3,031 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 4,665 Value ($000) $3,186 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 4,582 Value ($000) $3,609 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 4,593 Value ($000) $2,820 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 4,523 Value ($000) $2,843 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 4,643 Value ($000) $2,883 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 4,751 Value ($000) $3,122 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 4,828 Value ($000) $3,138 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 5,015 Value ($000) $3,134 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 4,802 Value ($000) $2,453 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 4,708 Value ($000) $2,157 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 4,715 Value ($000) $2,102 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 4,365 Value ($000) $1,699 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 4,482 Value ($000) $1,736 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 4,540 Value ($000) $1,750 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 2,933 Value ($000) $1,410 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 3,230 Value ($000) $2,077 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 3,199 Value ($000) $1,726 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 3,150 Value ($000) $1,544 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 2,740 Value ($000) $1,050 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 2,587 Value ($000) $983 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 2,614 Value ($000) $853 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 2,432 Value ($000) $720 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 2,402 Value ($000) $552 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 2,439 Value ($000) $639 Avg Close $251.45 Range $238.34 - $265.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,576	$3,031	$660.69	$619.82 - $689.17
Q3 2025	4,665	$3,186	$719.44	$639.09 - $812.22
Q2 2025	4,582	$3,609	$674.49	$530.03 - $787.99
Q1 2025	4,593	$2,820	$597.47	$550.52 - $635.85
Q4 2024	4,523	$2,843	$634.69	$594.96 - $710.09
Q3 2024	4,643	$2,883	$632.98	$592.31 - $669.23
Q2 2024	4,751	$3,122	$614.24	$551.94 - $670.13
Q1 2024	4,828	$3,138	$631.25	$578.51 - $663.64
Q4 2023	5,015	$3,134	$544.67	$467.66 - $623.20
Q3 2023	4,802	$2,453	$498.82	$437.13 - $550.72
Q2 2023	4,708	$2,157	$430.92	$393.86 - $455.15
Q1 2023	4,715	$2,102	$403.22	$363.35 - $449.86
Q4 2022	4,365	$1,699	$388.88	$345.71 - $433.31
Q3 2022	4,482	$1,736	$422.65	$362.81 - $480.29
Q2 2022	4,540	$1,750	$404.46	$331.53 - $495.31
Q1 2022	2,933	$1,410	$499.50	$412.70 - $629.11
Q4 2021	3,230	$2,077	$601.47	$505.09 - $698.54
Q3 2021	3,199	$1,726	$524.46	$473.62 - $567.34
Q2 2021	3,150	$1,544	$421.44	$374.89 - $478.84
Q1 2021	2,740	$1,050	$373.72	$346.64 - $411.31
Q4 2020	2,587	$983	$340.30	$302.41 - $375.96
Q3 2020	2,614	$853	$302.64	$271.83 - $348.27
Q2 2020	2,432	$720	$264.89	$207.72 - $287.80
Q1 2020	2,402	$552	$260.89	$180.86 - $295.74
Q4 2019	2,439	$639	$251.45	$238.34 - $265.17