HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

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

Q3 2025

Shares 2,611 Value ($000) $247 Avg Close $94.11 Range $86.63 - $105.47

Q2 2025

Shares 2,699 Value ($000) $283 Avg Close $94.79 Range $74.07 - $116.65

Q1 2025

Shares 2,667 Value ($000) $236 Avg Close $102.56 Range $80.33 - $115.59

Q4 2024

Shares 2,349 Value ($000) $225 Avg Close $93.19 Range $76.85 - $105.82

Q1 2024

Shares 2,634 Value ($000) $215 Avg Close $78.08 Range $66.00 - $84.49

Q3 2023

Shares 3,340 Value ($000) $241 Avg Close $67.56 Range $61.32 - $76.30

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	2,611	$247	$94.11	$86.63 - $105.47
Q2 2025	2,699	$283	$94.79	$74.07 - $116.65
Q1 2025	2,667	$236	$102.56	$80.33 - $115.59
Q4 2024	2,349	$225	$93.19	$76.85 - $105.82
Q1 2024	2,634	$215	$78.08	$66.00 - $84.49
Q3 2023	3,340	$241	$67.56	$61.32 - $76.30