HERITAGE INS HLDGS INC

Ticker: HRTG CUSIP: 42727J102 Class: Common Stock

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q3 2025

Shares 8,757 Value ($000) $221 Avg Close $22.71 Range $16.82 - $29.10

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	8,757	$221	$22.71	$16.82 - $29.10