PIPER SANDLER COMPANIES

Ticker: PIPR CUSIP: 724078100 Class: EQTY

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025

Shares 1,386 Value ($000) $471 Avg Close $337.82 Range $308.86 - $372.75

Q3 2025

Shares 1,221 Value ($000) $424 Avg Close $326.18 Range $274.99 - $374.77

Q2 2025

Shares 1,221 Value ($000) $339 Avg Close $249.18 Range $202.91 - $286.41

Q1 2025

Shares 1,221 Value ($000) $302 Avg Close $286.30 Range $238.37 - $333.09

Q4 2024

Shares 1,222 Value ($000) $367 Avg Close $311.23 Range $278.14 - $351.80

Q3 2024

Shares 1,222 Value ($000) $347 Avg Close $261.59 Range $222.50 - $289.02

Q2 2024

Shares 1,222 Value ($000) $284 Avg Close $204.96 Range $183.58 - $231.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,386	$471	$337.82	$308.86 - $372.75
Q3 2025	1,221	$424	$326.18	$274.99 - $374.77
Q2 2025	1,221	$339	$249.18	$202.91 - $286.41
Q1 2025	1,221	$302	$286.30	$238.37 - $333.09
Q4 2024	1,222	$367	$311.23	$278.14 - $351.80
Q3 2024	1,222	$347	$261.59	$222.50 - $289.02
Q2 2024	1,222	$284	$204.96	$183.58 - $231.50