PULTE GROUP INC

Ticker: PHM CUSIP: 745867101 Class: EQTY

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025

Shares 32 Value ($000) $4 Avg Close $122.44 Range $111.42 - $138.05

Q3 2025

Shares 32 Value ($000) $4 Avg Close $123.78 Range $103.66 - $141.59

Q2 2025

Shares 32 Value ($000) $3 Avg Close $100.20 Range $87.56 - $108.18

Q1 2025

Shares 32 Value ($000) $3 Avg Close $107.19 Range $99.00 - $120.35

Q4 2024

Shares 39 Value ($000) $4 Avg Close $128.60 Range $106.36 - $148.01

Q3 2024

Shares 32 Value ($000) $5 Avg Close $125.75 Range $101.60 - $144.41

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	32	$4	$122.44	$111.42 - $138.05
Q3 2025	32	$4	$123.78	$103.66 - $141.59
Q2 2025	32	$3	$100.20	$87.56 - $108.18
Q1 2025	32	$3	$107.19	$99.00 - $120.35
Q4 2024	39	$4	$128.60	$106.36 - $148.01
Q3 2024	32	$5	$125.75	$101.60 - $144.41