INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 34 Value ($000) $23 Avg Close $660.69 Range $619.82 - $689.17
Q3 2025
Shares 49 Value ($000) $33 Avg Close $719.44 Range $639.09 - $812.22
Q2 2025
Shares 37 Value ($000) $29 Avg Close $674.49 Range $530.03 - $787.99
Q1 2025
Shares 10 Value ($000) $6 Avg Close $597.47 Range $550.52 - $635.85
Q4 2024
Shares 8 Value ($000) $5 Avg Close $634.69 Range $594.96 - $710.09
Q3 2024
Shares 5 Value ($000) $3 Avg Close $632.98 Range $592.31 - $669.23
Q2 2024
Shares 5 Value ($000) $3 Avg Close $614.24 Range $551.94 - $670.13
Q1 2024
Shares 5 Value ($000) $3 Avg Close $631.25 Range $578.51 - $663.64
Q4 2023
Shares 3 Value ($000) $2 Avg Close $544.67 Range $467.66 - $623.20
Q3 2023
Shares 2 Value ($000) $1 Avg Close $498.82 Range $437.13 - $550.72
Q2 2023
Shares 2 Value ($000) $1 Avg Close $430.92 Range $393.86 - $455.15
Q1 2023
Shares 2 Value ($000) $1 Avg Close $403.22 Range $363.35 - $449.86
Q4 2022
Shares 2 Value ($000) $1 Avg Close $388.88 Range $345.71 - $433.31