HERITAGE FINL CORP WASH

Ticker: HFWA CUSIP: 42722X106 Class: Common Stock

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 15 Value ($000) $0 Avg Close $23.54 Range $21.32 - $26.92
Q3 2025
Shares 15 Value ($000) $0 Avg Close $24.23 Range $21.86 - $25.82