INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025

Shares 6,184 Value ($000) $4,097 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 6,023 Value ($000) $4,113 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 6,166 Value ($000) $4,857 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 6,070 Value ($000) $3,727 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 6,862 Value ($000) $4,313 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 6,618 Value ($000) $4,110 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 5,430 Value ($000) $3,568 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 5,429 Value ($000) $3,529 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 4,960 Value ($000) $3,100 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 2,707 Value ($000) $1,383 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 2,967 Value ($000) $1,359 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 489 Value ($000) $218 Avg Close $403.22 Range $363.35 - $449.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,184	$4,097	$660.69	$619.82 - $689.17
Q3 2025	6,023	$4,113	$719.44	$639.09 - $812.22
Q2 2025	6,166	$4,857	$674.49	$530.03 - $787.99
Q1 2025	6,070	$3,727	$597.47	$550.52 - $635.85
Q4 2024	6,862	$4,313	$634.69	$594.96 - $710.09
Q3 2024	6,618	$4,110	$632.98	$592.31 - $669.23
Q2 2024	5,430	$3,568	$614.24	$551.94 - $670.13
Q1 2024	5,429	$3,529	$631.25	$578.51 - $663.64
Q4 2023	4,960	$3,100	$544.67	$467.66 - $623.20
Q3 2023	2,707	$1,383	$498.82	$437.13 - $550.72
Q2 2023	2,967	$1,359	$430.92	$393.86 - $455.15
Q1 2023	489	$218	$403.22	$363.35 - $449.86