BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 62 Value ($000) $3 Avg Close $46.41 Range $40.97 - $52.38
Q3 2025
Shares 178 Value ($000) $9 Avg Close $52.02 Range $46.15 - $56.52
Q2 2025
Shares 10 Value ($000) $1 Avg Close $56.45 Range $51.66 - $63.05
Q1 2025
Shares 3 Value ($000) $0 Avg Close $51.92 Range $47.97 - $55.75
Q4 2024
Shares 26 Value ($000) $1 Avg Close $56.67 Range $49.81 - $61.43
Q3 2024
Shares 735 Value ($000) $47 Avg Close $57.15 Range $50.05 - $65.51
Q2 2024
Shares 17,956 Value ($000) $974 Avg Close $47.43 Range $43.63 - $52.13
Q1 2024
Shares 18,084 Value ($000) $888 Avg Close $44.98 Range $39.95 - $50.32
Q4 2022
Shares 18,285 Value ($000) $668 Avg Close $36.99 Range $32.77 - $39.98