13F

Position

First Command Advisory Services, Inc. in Intuit Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$4.83K$662.43$432.38

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202521$13.9K0.0%
Q1 202692$39.8K$432.38−$4.83K$30.7K0.0%