BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025

Shares 19,481 Value ($000) $1,268 Avg Close $68.98 Range $56.96 - $81.70

Q3 2025

Shares 19,820 Value ($000) $1,432 Avg Close $74.85 Range $64.85 - $82.50

Q2 2025

Shares 21,166 Value ($000) $1,438 Avg Close $58.18 Range $44.27 - $68.40

Q1 2025

Shares 22,237 Value ($000) $1,208 Avg Close $74.64 Range $52.25 - $94.25

Q4 2024

Shares 22,276 Value ($000) $1,893 Avg Close $82.04 Range $63.94 - $99.26

Q3 2024

Shares 22,841 Value ($000) $1,533 Avg Close $64.60 Range $55.00 - $73.36

Q2 2024

Shares 23,138 Value ($000) $1,492 Avg Close $69.96 Range $60.90 - $84.92

Q1 2024

Shares 22,715 Value ($000) $1,921 Avg Close $72.33 Range $61.83 - $87.52

Q4 2023

Shares 23,076 Value ($000) $1,785 Avg Close $56.54 Range $38.85 - $80.29

Q3 2023

Shares 21,292 Value ($000) $942 Avg Close $61.92 Range $42.77 - $81.47

Q2 2023

Shares 21,292 Value ($000) $1,417 Avg Close $62.48 Range $55.05 - $69.74

Q1 2023

Shares 21,248 Value ($000) $1,459 Avg Close $74.85 Range $56.50 - $89.97

Q4 2022

Shares 22,136 Value ($000) $1,391 Avg Close $61.70 Range $51.34 - $75.77

Q3 2022

Shares 25,800 Value ($000) $1,419 Avg Close $70.80 Range $53.90 - $93.19

Q2 2022

Shares 25,215 Value ($000) $1,550 Avg Close $91.37 Range $56.01 - $145.58

Q1 2022

Shares 25,098 Value ($000) $3,403 Avg Close $121.07 Range $82.72 - $165.20

Q4 2021

Shares 18,830 Value ($000) $3,041 Avg Close $216.70 Range $157.57 - $270.16

Q3 2021

Shares 18,185 Value ($000) $4,361 Avg Close $256.87 Range $225.28 - $289.23

Q2 2021

Shares 18,089 Value ($000) $4,410 Avg Close $231.94 Range $192.21 - $278.13

Q1 2021

Shares 17,182 Value ($000) $3,901 Avg Close $233.92 Range $191.36 - $283.19

Q4 2020

Shares 16,919 Value ($000) $3,682 Avg Close $195.07 Range $151.10 - $243.38

Q3 2020

Shares 17,308 Value ($000) $2,813 Avg Close $141.19 Range $106.54 - $170.61

Q2 2020

Shares 16,444 Value ($000) $1,726 Avg Close $76.56 Range $42.33 - $107.84

Q1 2020

Shares 16,091 Value ($000) $843 Avg Close $68.39 Range $32.33 - $87.25

Q4 2019

Shares 12,525 Value ($000) $784 Avg Close $63.90 Range $57.62 - $69.73

Q3 2019

Shares 13,353 Value ($000) $827 Avg Close $67.93 Range $54.41 - $83.20

Q2 2019

Shares 13,950 Value ($000) $1,012 Avg Close $69.86 Range $59.89 - $77.84

Q1 2019

Shares 15,678 Value ($000) $1,174 Avg Close $72.47 Range $52.26 - $82.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19,481	$1,268	$68.98	$56.96 - $81.70
Q3 2025	19,820	$1,432	$74.85	$64.85 - $82.50
Q2 2025	21,166	$1,438	$58.18	$44.27 - $68.40
Q1 2025	22,237	$1,208	$74.64	$52.25 - $94.25
Q4 2024	22,276	$1,893	$82.04	$63.94 - $99.26
Q3 2024	22,841	$1,533	$64.60	$55.00 - $73.36
Q2 2024	23,138	$1,492	$69.96	$60.90 - $84.92
Q1 2024	22,715	$1,921	$72.33	$61.83 - $87.52
Q4 2023	23,076	$1,785	$56.54	$38.85 - $80.29
Q3 2023	21,292	$942	$61.92	$42.77 - $81.47
Q2 2023	21,292	$1,417	$62.48	$55.05 - $69.74
Q1 2023	21,248	$1,459	$74.85	$56.50 - $89.97
Q4 2022	22,136	$1,391	$61.70	$51.34 - $75.77
Q3 2022	25,800	$1,419	$70.80	$53.90 - $93.19
Q2 2022	25,215	$1,550	$91.37	$56.01 - $145.58
Q1 2022	25,098	$3,403	$121.07	$82.72 - $165.20
Q4 2021	18,830	$3,041	$216.70	$157.57 - $270.16
Q3 2021	18,185	$4,361	$256.87	$225.28 - $289.23
Q2 2021	18,089	$4,410	$231.94	$192.21 - $278.13
Q1 2021	17,182	$3,901	$233.92	$191.36 - $283.19
Q4 2020	16,919	$3,682	$195.07	$151.10 - $243.38
Q3 2020	17,308	$2,813	$141.19	$106.54 - $170.61
Q2 2020	16,444	$1,726	$76.56	$42.33 - $107.84
Q1 2020	16,091	$843	$68.39	$32.33 - $87.25
Q4 2019	12,525	$784	$63.90	$57.62 - $69.73
Q3 2019	13,353	$827	$67.93	$54.41 - $83.20
Q2 2019	13,950	$1,012	$69.86	$59.89 - $77.84
Q1 2019	15,678	$1,174	$72.47	$52.26 - $82.78