BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q4 2025

Shares 21,481 Value ($000) $939 Avg Close $46.41 Range $40.97 - $52.38

Q3 2025

Shares 22,930 Value ($000) $1,161 Avg Close $52.02 Range $46.15 - $56.52

Q4 2017

Shares 101 Value ($000) $3 Avg Close $18.93 Range $17.15 - $21.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,481	$939	$46.41	$40.97 - $52.38
Q3 2025	22,930	$1,161	$52.02	$46.15 - $56.52
Q4 2017	101	$3	$18.93	$17.15 - $21.40