HB Wealth Management’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	$231K	Buy	4,208 +12	+0.3%	+$659	﹤0.01%	1033
2025 Q1	$230K	Buy	+4,196	New	+$230K	﹤0.01%	1061