HERITAGE INS HLDGS INC

Ticker: HRTG CUSIP: 42727J102 Class: Common Stock

CreativeOne Wealth, LLC's Holding History (CIK: 0001739728)

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

Q2 2025

Shares 11,463 Value ($000) $286 Avg Close $21.35 Range $13.28 - $26.64

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	11,463	$286	$21.35	$13.28 - $26.64