Historical shareholding details of NewEdge Investment Solutions holdings in H&R Block Inc. (HRB)

Monthly changes of NewEdge Investment Solutions shareholding in H&R Block Inc. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Mar 31, 2025	Newedge Investment Solutions	1,010,446	0.75%

Dec 31, 2024	Newedge Investment Solutions	1,095,712	0.82%

Sep 30, 2024	Newedge Investment Solutions	982,496	0.72%

Jun 30, 2024	Newedge Wealth, Llc	957,589	0.70%

Mar 31, 2024	Newedge Wealth, Llc	944,344	0.68%

Dec 31, 2023	Newedge Wealth, Llc	1,133,994	0.81%

Sep 30, 2023	Newedge Wealth, Llc	1,007,746	0.72%

Jun 30, 2023	Newedge Wealth, Llc	819,723	0.56%

Mar 31, 2023	Newedge Wealth, Llc	776,343	0.51%

Dec 31, 2022	Newedge Wealth, Llc	715,824	0.47%