H&R BLOCK Jessica Hazel Vice President, Investor Relations H&R BLOCK Safe Harbor Statement 3 H&R BLOCK Safe Harbor Statement 4 H&R BLOCK Jeff Jones H&R BLOCK ▪ Teams are finalizing tax season plans and applying key learnings from last year 6 ▪ Marketing: Strengthen messaging, personalize experiences, and optimize funnel 1 ▪ Retail & DIY: Enhance client experience, remove friction and boost conversion from marketing demand ▪ Key Products: Deliver value and differentiation with Second Look, AI Tax Assist, Tax ...