INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

CAPITAL & PLANNING, LLC's Holding History (CIK: 0002053750)

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

Q3 2025

Shares 2,293 Value ($000) $1,566 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 2,282 Value ($000) $1,797 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 2,316 Value ($000) $1,422 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 2,295 Value ($000) $1,442 Avg Close $634.69 Range $594.96 - $710.09

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	2,293	$1,566	$719.44	$639.09 - $812.22
Q2 2025	2,282	$1,797	$674.49	$530.03 - $787.99
Q1 2025	2,316	$1,422	$597.47	$550.52 - $635.85
Q4 2024	2,295	$1,442	$634.69	$594.96 - $710.09