BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 843,749 Value ($000) $36,771 Avg Close $46.41 Range $40.97 - $52.38
Q3 2025
Shares 843,376 Value ($000) $42,658 Avg Close $52.02 Range $46.15 - $56.52
Q2 2025
Shares 954,198 Value ($000) $52,624 Avg Close $56.45 Range $51.66 - $63.05
Q1 2025
Shares 1,010,446 Value ($000) $55,484 Avg Close $51.92 Range $47.97 - $55.75
Q4 2024
Shares 1,095,712 Value ($000) $57,897 Avg Close $56.67 Range $49.81 - $61.43
Q3 2024
Shares 982,496 Value ($000) $62,438 Avg Close $57.15 Range $50.05 - $65.51
Q2 2024
Shares 957,589 Value ($000) $51,930 Avg Close $47.43 Range $43.63 - $52.13
Q1 2024
Shares 944,344 Value ($000) $45,357 Avg Close $44.98 Range $39.95 - $50.32
Q4 2023
Shares 1,133,994 Value ($000) $54,851 Avg Close $41.91 Range $36.78 - $46.33
Q3 2023
Shares 1,007,746 Value ($000) $43,394 Avg Close $34.45 Range $28.53 - $41.18
Q2 2023
Shares 819,723 Value ($000) $26,125 Avg Close $29.86 Range $26.58 - $32.73
Q1 2023
Shares 776,343 Value ($000) $27,366 Avg Close $33.91 Range $30.34 - $36.77
Q4 2022
Shares 715,824 Value ($000) $26,135 Avg Close $36.99 Range $32.77 - $39.98
Q3 2022
Shares 675,642 Value ($000) $28,742 Avg Close $38.26 Range $31.66 - $44.00
Q2 2022
Shares 610,349 Value ($000) $21,558 Avg Close $27.71 Range $21.18 - $32.98
Q1 2022
Shares 584,559 Value ($000) $15,222 Avg Close $21.58 Range $18.68 - $24.04
Q4 2021
Shares 485,583 Value ($000) $11,440 Avg Close $21.32 Range $19.77 - $22.62
Q3 2021
Shares 375,245 Value ($000) $9,381 Avg Close $21.66 Range $20.05 - $22.99
Q2 2021
Shares 252,755 Value ($000) $5,935 Avg Close $20.32 Range $18.57 - $22.49