HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025

Shares 3,793 Value ($000) $347 Avg Close $95.73 Range $87.58 - $105.96

Q3 2025

Shares 4,685 Value ($000) $444 Avg Close $94.11 Range $86.63 - $105.47

Q2 2025

Shares 4,987 Value ($000) $522 Avg Close $94.79 Range $74.07 - $116.65

Q1 2025

Shares 4,711 Value ($000) $416 Avg Close $102.56 Range $80.33 - $115.59

Q4 2024

Shares 3,553 Value ($000) $341 Avg Close $93.19 Range $76.85 - $105.82

Q3 2024

Shares 2,541 Value ($000) $208 Avg Close $77.16 Range $65.01 - $88.26

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,793	$347	$95.73	$87.58 - $105.96
Q3 2025	4,685	$444	$94.11	$86.63 - $105.47
Q2 2025	4,987	$522	$94.79	$74.07 - $116.65
Q1 2025	4,711	$416	$102.56	$80.33 - $115.59
Q4 2024	3,553	$341	$93.19	$76.85 - $105.82
Q3 2024	2,541	$208	$77.16	$65.01 - $88.26