LILLY ELI & CO

Ticker: LLY CUSIP: 532457108 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025

Shares 172 Value ($000) $131 Avg Close $742.24 Range $621.50 - $817.22

Q3 2024

Shares 244 Value ($000) $216 Avg Close $890.31 Range $739.75 - $963.73

Q2 2024

Shares 287 Value ($000) $260 Avg Close $790.93 Range $709.60 - $905.99

Q1 2024

Shares 287 Value ($000) $223 Avg Close $702.49 Range $571.04 - $791.08

Q2 2023

Shares 887 Value ($000) $416 Avg Close $411.47 Range $335.35 - $461.52

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	172	$131	$742.24	$621.50 - $817.22
Q3 2024	244	$216	$890.31	$739.75 - $963.73
Q2 2024	287	$260	$790.93	$709.60 - $905.99
Q1 2024	287	$223	$702.49	$571.04 - $791.08
Q2 2023	887	$416	$411.47	$335.35 - $461.52