INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Trevian Wealth Management LLC's Holding History (CIK: 0001901929)

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

Q4 2025

Shares 1,014 Value ($000) $672 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 1,010 Value ($000) $690 Avg Close $719.44 Range $639.09 - $812.22

Q1 2022

Shares 438 Value ($000) $210 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 438 Value ($000) $282 Avg Close $601.47 Range $505.09 - $698.54

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,014	$672	$660.69	$619.82 - $689.17
Q3 2025	1,010	$690	$719.44	$639.09 - $812.22
Q1 2022	438	$210	$499.50	$412.70 - $629.11
Q4 2021	438	$282	$601.47	$505.09 - $698.54