HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025
Shares 6,560 Value ($000) $601 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 11,211 Value ($000) $1,062 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 12,104 Value ($000) $1,268 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 12,762 Value ($000) $1,128 Avg Close $102.56 Range $80.33 - $115.59