BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q3 2025
Shares 4,195 Value ($000) $212 Avg Close $52.02 Range $46.15 - $56.52
Q4 2018
Shares 25,957 Value ($000) $657 Avg Close $20.22 Range $17.99 - $22.03