BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 2,971 Value ($000) $193 Avg Close $68.98 Range $56.96 - $81.70
Q3 2025
Shares 4,468 Value ($000) $323 Avg Close $74.85 Range $64.85 - $82.50
Q2 2025
Shares 503 Value ($000) $34 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 1,983 Value ($000) $108 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 2,041 Value ($000) $173 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 2,065 Value ($000) $139 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 2,339 Value ($000) $151 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 2,188 Value ($000) $153 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 2,423 Value ($000) $187 Avg Close $56.54 Range $38.85 - $80.29
Q3 2023
Shares 2,478 Value ($000) $110 Avg Close $61.92 Range $42.77 - $81.47
Q2 2023
Shares 2,309 Value ($000) $154 Avg Close $62.48 Range $55.05 - $69.74
Q1 2023
Shares 2,061 Value ($000) $141 Avg Close $74.85 Range $56.50 - $89.97
Q4 2022
Shares 2,442 Value ($000) $153 Avg Close $61.70 Range $51.34 - $75.77
Q3 2022
Shares 2,737 Value ($000) $151 Avg Close $70.80 Range $53.90 - $93.19
Q2 2022
Shares 4,882 Value ($000) $300 Avg Close $91.37 Range $56.01 - $145.58
Q1 2022
Shares 4,591 Value ($000) $623 Avg Close $121.07 Range $82.72 - $165.20
Q4 2021
Shares 4,652 Value ($000) $751 Avg Close $216.70 Range $157.57 - $270.16
Q3 2021
Shares 4,546 Value ($000) $1,090 Avg Close $256.87 Range $225.28 - $289.23
Q2 2021
Shares 5,605 Value ($000) $1,366 Avg Close $231.94 Range $192.21 - $278.13
Q1 2021
Shares 5,569 Value ($000) $1,264 Avg Close $233.92 Range $191.36 - $283.19
Q4 2020
Shares 5,529 Value ($000) $1,203 Avg Close $195.07 Range $151.10 - $243.38
Q3 2020
Shares 5,121 Value ($000) $832 Avg Close $141.19 Range $106.54 - $170.61
Q2 2020
Shares 3,036 Value ($000) $319 Avg Close $76.56 Range $42.33 - $107.84
Q1 2020
Shares 3,036 Value ($000) $159 Avg Close $68.39 Range $32.33 - $87.25
Q2 2019
Shares 2,932 Value ($000) $213 Avg Close $69.86 Range $59.89 - $77.84