BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 6,089 Value ($000) $396 Avg Close $68.98 Range $56.96 - $81.70
Q3 2025
Shares 4,364 Value ($000) $315 Avg Close $74.85 Range $64.85 - $82.50
Q2 2025
Shares 4,381 Value ($000) $298 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 4,360 Value ($000) $237 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 4,253 Value ($000) $361 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 7,073 Value ($000) $475 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 4,234 Value ($000) $273 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 4,026 Value ($000) $341 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 4,025 Value ($000) $311 Avg Close $56.54 Range $38.85 - $80.29
Q2 2023
Shares 4,817 Value ($000) $321 Avg Close $62.48 Range $55.05 - $69.74
Q1 2023
Shares 4,680 Value ($000) $321 Avg Close $74.85 Range $56.50 - $89.97
Q4 2022
Shares 4,549 Value ($000) $286 Avg Close $61.70 Range $51.34 - $75.77
Q1 2022
Shares 1,649 Value ($000) $223 Avg Close $121.07 Range $82.72 - $165.20
Q3 2021
Shares 1,022 Value ($000) $245 Avg Close $256.87 Range $225.28 - $289.23
Q2 2021
Shares 2,040 Value ($000) $497 Avg Close $231.94 Range $192.21 - $278.13
Q1 2021
Shares 1,000 Value ($000) $227 Avg Close $233.92 Range $191.36 - $283.19
Q4 2020
Shares 1,000 Value ($000) $217 Avg Close $195.07 Range $151.10 - $243.38