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Ticker: HD CUSIP: 437076102 Class: Common Stock

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025

Shares 2,705 Value ($000) $931 Avg Close $364.59 Range $329.24 - $402.53

Q3 2025

Shares 2,581 Value ($000) $1,046 Avg Close $389.16 Range $348.22 - $424.01

Q2 2025

Shares 2,591 Value ($000) $928 Avg Close $355.91 Range $320.39 - $382.68

Q1 2025

Shares 2,591 Value ($000) $950 Avg Close $380.72 Range $339.00 - $415.82

Q4 2024

Shares 5,358 Value ($000) $2,084 Avg Close $397.26 Range $370.48 - $426.44

Q3 2024

Shares 5,089 Value ($000) $2,062 Avg Close $352.64 Range $319.93 - $393.38

Q2 2024

Shares 5,097 Value ($000) $1,755 Avg Close $327.56 Range $310.19 - $367.07

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,705	$931	$364.59	$329.24 - $402.53
Q3 2025	2,581	$1,046	$389.16	$348.22 - $424.01
Q2 2025	2,591	$928	$355.91	$320.39 - $382.68
Q1 2025	2,591	$950	$380.72	$339.00 - $415.82
Q4 2024	5,358	$2,084	$397.26	$370.48 - $426.44
Q3 2024	5,089	$2,062	$352.64	$319.93 - $393.38
Q2 2024	5,097	$1,755	$327.56	$310.19 - $367.07