HERITAGE INS HLDGS INC

Ticker: HRTG CUSIP: 42727J102 Class: Common Stock

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

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

Q4 2025

Shares 7,851 Value ($000) $230 Avg Close $27.03 Range $22.55 - $31.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,851	$230	$27.03	$22.55 - $31.98