BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 14,600 Value ($000) $950 Avg Close $68.98 Range $56.96 - $81.70
Q3 2025
Shares 81,146 Value ($000) $5,864 Avg Close $74.85 Range $64.85 - $82.50
Q2 2025
Shares 77,531 Value ($000) $5,267 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 73,992 Value ($000) $4,020 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 14,035 Value ($000) $1,193 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 11,305 Value ($000) $759 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 9,468 Value ($000) $611 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 6,947 Value ($000) $588 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 4,515 Value ($000) $349 Avg Close $56.54 Range $38.85 - $80.29