BLACKSTONE INC

Ticker: BX CUSIP: 09260D107 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 4,248 Value ($000) $655 Avg Close $151.46 Range $135.44 - $168.95

Q3 2025

Shares 4,248 Value ($000) $726 Avg Close $169.47 Range $146.37 - $188.42

Q2 2025

Shares 4,248 Value ($000) $635 Avg Close $135.11 Range $113.15 - $150.41

Q1 2025

Shares 4,584 Value ($000) $641 Avg Close $158.19 Range $130.34 - $183.19

Q4 2024

Shares 4,693 Value ($000) $809 Avg Close $168.78 Range $141.83 - $194.94

Q3 2024

Shares 5,071 Value ($000) $777 Avg Close $133.67 Range $114.90 - $155.62

Q2 2024

Shares 5,421 Value ($000) $671 Avg Close $117.83 Range $111.13 - $126.02

Q1 2024

Shares 5,421 Value ($000) $712 Avg Close $118.70 Range $108.66 - $127.29

Q4 2023

Shares 5,421 Value ($000) $710 Avg Close $102.08 Range $83.79 - $126.30

Q3 2023

Shares 5,805 Value ($000) $622 Avg Close $97.43 Range $83.25 - $109.50

Q2 2023

Shares 5,905 Value ($000) $549 Avg Close $80.16 Range $73.08 - $87.60

Q1 2023

Shares 5,905 Value ($000) $519 Avg Close $81.16 Range $67.62 - $93.19

Q4 2022

Shares 6,005 Value ($000) $446 Avg Close $78.64 Range $65.50 - $100.46

Q3 2022

Shares 5,905 Value ($000) $494 Avg Close $87.28 Range $73.86 - $100.31

Q2 2022

Shares 6,005 Value ($000) $548 Avg Close $96.09 Range $77.69 - $117.30

Q1 2022

Shares 6,005 Value ($000) $762 Avg Close $107.20 Range $88.73 - $122.03

Q4 2021

Shares 6,005 Value ($000) $777 Avg Close $116.12 Range $94.24 - $130.74

Q3 2021

Shares 6,005 Value ($000) $698,622 Avg Close $100.33 Range $83.11 - $118.55

Q2 2021

Shares 6,205 Value ($000) $602,754 Avg Close $76.25 Range $63.37 - $86.73

Q1 2021

Shares 6,205 Value ($000) $462,459 Avg Close $58.60 Range $51.55 - $65.04

Q4 2020

Shares 6,205 Value ($000) $402 Avg Close $48.82 Range $41.18 - $55.32

Q3 2020

Shares 6,205 Value ($000) $323,901 Avg Close $44.51 Range $41.06 - $48.76

Q2 2020

Shares 6,205 Value ($000) $351,575 Avg Close $43.48 Range $32.25 - $49.84

Q1 2020

Shares 6,205 Value ($000) $282,762 Avg Close $45.26 Range $27.12 - $53.39

Q4 2019

Shares 7,325 Value ($000) $409,761 Avg Close $42.09 Range $36.30 - $46.14

Q3 2019

Shares 1,223 Value ($000) $59 Avg Close $39.22 Range $35.05 - $44.49

Q2 2019

Shares 400 Value ($000) $17,768 Avg Close $31.77 Range $27.06 - $36.45

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,248	$655	$151.46	$135.44 - $168.95
Q3 2025	4,248	$726	$169.47	$146.37 - $188.42
Q2 2025	4,248	$635	$135.11	$113.15 - $150.41
Q1 2025	4,584	$641	$158.19	$130.34 - $183.19
Q4 2024	4,693	$809	$168.78	$141.83 - $194.94
Q3 2024	5,071	$777	$133.67	$114.90 - $155.62
Q2 2024	5,421	$671	$117.83	$111.13 - $126.02
Q1 2024	5,421	$712	$118.70	$108.66 - $127.29
Q4 2023	5,421	$710	$102.08	$83.79 - $126.30
Q3 2023	5,805	$622	$97.43	$83.25 - $109.50
Q2 2023	5,905	$549	$80.16	$73.08 - $87.60
Q1 2023	5,905	$519	$81.16	$67.62 - $93.19
Q4 2022	6,005	$446	$78.64	$65.50 - $100.46
Q3 2022	5,905	$494	$87.28	$73.86 - $100.31
Q2 2022	6,005	$548	$96.09	$77.69 - $117.30
Q1 2022	6,005	$762	$107.20	$88.73 - $122.03
Q4 2021	6,005	$777	$116.12	$94.24 - $130.74
Q3 2021	6,005	$698,622	$100.33	$83.11 - $118.55
Q2 2021	6,205	$602,754	$76.25	$63.37 - $86.73
Q1 2021	6,205	$462,459	$58.60	$51.55 - $65.04
Q4 2020	6,205	$402	$48.82	$41.18 - $55.32
Q3 2020	6,205	$323,901	$44.51	$41.06 - $48.76
Q2 2020	6,205	$351,575	$43.48	$32.25 - $49.84
Q1 2020	6,205	$282,762	$45.26	$27.12 - $53.39
Q4 2019	7,325	$409,761	$42.09	$36.30 - $46.14
Q3 2019	1,223	$59	$39.22	$35.05 - $44.49
Q2 2019	400	$17,768	$31.77	$27.06 - $36.45