BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q3 2025

Shares 170 Value ($000) $9 Avg Close $52.02 Range $46.15 - $56.52

Q2 2025

Shares 170 Value ($000) $9 Avg Close $56.45 Range $51.66 - $63.05

Q1 2024

Shares 40 Value ($000) $2 Avg Close $44.98 Range $39.95 - $50.32

Q4 2023

Shares 60 Value ($000) $3 Avg Close $41.91 Range $36.78 - $46.33

Q2 2022

Shares 600 Value ($000) $22 Avg Close $27.71 Range $21.18 - $32.98

Q1 2022

Shares 11 Value ($000) $0 Avg Close $21.58 Range $18.68 - $24.04

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	170	$9	$52.02	$46.15 - $56.52
Q2 2025	170	$9	$56.45	$51.66 - $63.05
Q1 2024	40	$2	$44.98	$39.95 - $50.32
Q4 2023	60	$3	$41.91	$36.78 - $46.33
Q2 2022	600	$22	$27.71	$21.18 - $32.98
Q1 2022	11	$0	$21.58	$18.68 - $24.04