Convergence Financial’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Buy	7,518 +3,038	+68%	+$167K	0.07%	129
2025 Q1	$246K	Buy	+4,480	New	+$246K	0.05%	153