BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 33,120 Value ($000) $2,156 Avg Close $68.98 Range $56.96 - $81.70
Q2 2025
Shares 7,756 Value ($000) $527 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 9,961 Value ($000) $541 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 11,065 Value ($000) $940 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 11,210 Value ($000) $753 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 3,897 Value ($000) $251 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 3,643 Value ($000) $308 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 4,038 Value ($000) $312 Avg Close $56.54 Range $38.85 - $80.29
Q2 2023
Shares 27,958 Value ($000) $288 Avg Close $62.48 Range $55.05 - $69.74
Q1 2023
Shares 17,601 Value ($000) $585 Avg Close $74.85 Range $56.50 - $89.97
Q4 2022
Shares 4,044 Value ($000) $254 Avg Close $61.70 Range $51.34 - $75.77
Q2 2022
Shares 5,587 Value ($000) $343 Avg Close $91.37 Range $56.01 - $145.58
Q1 2022
Shares 2,700 Value ($000) $366 Avg Close $121.07 Range $82.72 - $165.20
Q4 2021
Shares 1,896 Value ($000) $306 Avg Close $216.70 Range $157.57 - $270.16
Q3 2021
Shares 1,596 Value ($000) $383 Avg Close $256.87 Range $225.28 - $289.23
Q2 2021
Shares 1,543 Value ($000) $376 Avg Close $231.94 Range $192.21 - $278.13
Q1 2021
Shares 2,161 Value ($000) $491 Avg Close $233.92 Range $191.36 - $283.19