HERITAGE FINL CORP WASH

Ticker: HFWA CUSIP: 42722X106 Class: Common Stock

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 16,261 Value ($000) $385 Avg Close $23.54 Range $21.32 - $26.92

Q4 2022

Shares 7,619 Value ($000) $233 Avg Close $31.29 Range $26.40 - $34.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,261	$385	$23.54	$21.32 - $26.92
Q4 2022	7,619	$233	$31.29	$26.40 - $34.34