BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 71,673 Value ($000) $4,665 Avg Close $68.98 Range $56.96 - $81.70
Q3 2025
Shares 81,006 Value ($000) $5,854 Avg Close $74.85 Range $64.85 - $82.50
Q2 2025
Shares 78,528 Value ($000) $5,334 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 71,803 Value ($000) $3,901 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 72,606 Value ($000) $6,171 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 73,399 Value ($000) $4,927 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 66,409 Value ($000) $4,283 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 69,733 Value ($000) $5,898 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 68,110 Value ($000) $5,268 Avg Close $56.54 Range $38.85 - $80.29
Q3 2023
Shares 66,547 Value ($000) $2,945 Avg Close $61.92 Range $42.77 - $81.47
Q2 2023
Shares 72,859 Value ($000) $4,850 Avg Close $62.48 Range $55.05 - $69.74
Q1 2023
Shares 62,888 Value ($000) $4,317 Avg Close $74.85 Range $56.50 - $89.97
Q4 2022
Shares 72,534 Value ($000) $4,558 Avg Close $61.70 Range $51.34 - $75.77
Q3 2022
Shares 69,712 Value ($000) $3,833 Avg Close $70.80 Range $53.90 - $93.19
Q2 2022
Shares 66,423 Value ($000) $4,083 Avg Close $91.37 Range $56.01 - $145.58
Q1 2022
Shares 46,501 Value ($000) $6,305 Avg Close $121.07 Range $82.72 - $165.20
Q4 2021
Shares 27,992 Value ($000) $4,521 Avg Close $216.70 Range $157.57 - $270.16
Q3 2021
Shares 26,646 Value ($000) $6,391 Avg Close $256.87 Range $225.28 - $289.23
Q2 2021
Shares 25,322 Value ($000) $6,174 Avg Close $231.94 Range $192.21 - $278.13
Q1 2021
Shares 66,492 Value ($000) $15,097 Avg Close $233.92 Range $191.36 - $283.19
Q4 2020
Shares 60,569 Value ($000) $13,182 Avg Close $195.07 Range $151.10 - $243.38
Q3 2020
Shares 1,084,615 Value ($000) $176,304 Avg Close $141.19 Range $106.54 - $170.61
Q2 2020
Shares 1,046,225 Value ($000) $109,791 Avg Close $76.56 Range $42.33 - $107.84
Q1 2020
Shares 1,045,322 Value ($000) $54,754 Avg Close $68.39 Range $32.33 - $87.25
Q4 2019
Shares 1,054,418 Value ($000) $65,964 Avg Close $63.90 Range $57.62 - $69.73
Q3 2019
Shares 1,068,353 Value ($000) $66,184 Avg Close $67.93 Range $54.41 - $83.20
Q2 2019
Shares 1,061,062 Value ($000) $76,959 Avg Close $69.86 Range $59.89 - $77.84
Q1 2019
Shares 1,060,905 Value ($000) $79,483 Avg Close $72.47 Range $52.26 - $82.78
Q4 2018
Shares 1,068,337 Value ($000) $59,923 Avg Close $70.61 Range $49.82 - $101.15
Q3 2018
Shares 42,799 Value ($000) $4,238 Avg Close $77.13 Range $60.26 - $100.39
Q2 2018
Shares 41,620 Value ($000) $2,565 Avg Close $55.00 Range $43.72 - $69.40
Q1 2018
Shares 48,120 Value ($000) $2,368 Avg Close $45.90 Range $34.68 - $58.46
Q4 2017
Shares 35,310 Value ($000) $1,224 Avg Close $36.61 Range $28.78 - $49.56
Q3 2017
Shares 21,118 Value ($000) $608 Avg Close $26.18 Range $22.66 - $29.00
Q2 2017
Shares 13,170 Value ($000) $309 Avg Close $20.67 Range $16.66 - $24.97
Q1 2017
Shares 8,385 Value ($000) $145 Avg Close $15.64 Range $13.66 - $18.17
Q4 2016
Shares 11,354 Value ($000) $155 Avg Close $12.45 Range $10.88 - $14.82
Q3 2016
Shares 12,604 Value ($000) $147 Avg Close $10.92 Range $8.78 - $12.54
Q2 2016
Shares 14,719 Value ($000) $133 Avg Close $11.31 Range $8.42 - $15.87
Q1 2016
Shares 8,354 Value ($000) $128 Avg Close $10.83 Range $8.06 - $15.91
Q4 2015
Shares 10,304 Value ($000) $135 Avg Close $12.32 Range $9.00 - $14.78