Legacy Investment Solutions’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	$4.34K	Buy	+79	New	+$4.34K	﹤0.01%	408
2024 Q4	$4.21K	Sell	79 -79	-50%	-$4.21K	﹤0.01%	401
2024 Q3	$9.38K	Buy	+158	New	+$9.38K	0.01%	320