INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Optimize Financial Inc's Holding History (CIK: 0002033266)

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

Q4 2025

Shares 473 Value ($000) $313 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 469 Value ($000) $320 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 353 Value ($000) $278 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 355 Value ($000) $218 Avg Close $597.47 Range $550.52 - $635.85

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	473	$313	$660.69	$619.82 - $689.17
Q3 2025	469	$320	$719.44	$639.09 - $812.22
Q2 2025	353	$278	$674.49	$530.03 - $787.99
Q1 2025	355	$218	$597.47	$550.52 - $635.85