BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 19,551 Value ($000) $1,273 Avg Close $68.98 Range $56.96 - $81.70
Q3 2025
Shares 11,535 Value ($000) $834 Avg Close $74.85 Range $64.85 - $82.50
Q2 2025
Shares 11,445 Value ($000) $777 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 9,274 Value ($000) $504 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 5,993 Value ($000) $509 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 5,807 Value ($000) $390 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 6,189 Value ($000) $399 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 3,914 Value ($000) $331 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 4,767 Value ($000) $369 Avg Close $56.54 Range $38.85 - $80.29