IEQ Capital’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 Q1	–	Sell	-13,348	Closed	-$705K	–	1665
2024 Q4	$705K	Buy	13,348 +4,401	+49%	+$233K	0.01%	749
2024 Q3	$569K	Buy	+8,947	New	+$569K	0.01%	713