HERITAGE FINL CORP WASH

Ticker: HFWA CUSIP: 42722X106 Class: Common Stock

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q1 2025

Shares 150 Value ($000) $4 Avg Close $24.39 Range $22.69 - $26.05

Q4 2024

Shares 150 Value ($000) $4 Avg Close $24.28 Range $20.60 - $27.58

Q3 2024

Shares 400 Value ($000) $9 Avg Close $21.33 Range $17.04 - $23.82

Q2 2024

Shares 400 Value ($000) $7 Avg Close $17.95 Range $16.55 - $19.49

Q1 2024

Shares 400 Value ($000) $8 Avg Close $19.24 Range $17.72 - $21.67

Q4 2023

Shares 400 Value ($000) $9 Avg Close $18.14 Range $15.50 - $22.55

Q3 2023

Shares 400 Value ($000) $7 Avg Close $17.44 Range $15.68 - $19.33

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	150	$4	$24.39	$22.69 - $26.05
Q4 2024	150	$4	$24.28	$20.60 - $27.58
Q3 2024	400	$9	$21.33	$17.04 - $23.82
Q2 2024	400	$7	$17.95	$16.55 - $19.49
Q1 2024	400	$8	$19.24	$17.72 - $21.67
Q4 2023	400	$9	$18.14	$15.50 - $22.55
Q3 2023	400	$7	$17.44	$15.68 - $19.33