UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

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

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

Q3 2025

Shares 1,837 Value ($000) $217 Avg Close $115.25 Range $103.07 - $126.14

Q2 2025

Shares 2,215 Value ($000) $222 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 2,215 Value ($000) $224 Avg Close $110.25 Range $94.90 - $124.27

Q4 2024

Shares 2,059 Value ($000) $232 Avg Close $115.63 Range $100.23 - $129.94

Q3 2024

Shares 1,934 Value ($000) $203 Avg Close $97.49 Range $81.01 - $109.42

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	1,837	$217	$115.25	$103.07 - $126.14
Q2 2025	2,215	$222	$99.71	$82.00 - $109.46
Q1 2025	2,215	$224	$110.25	$94.90 - $124.27
Q4 2024	2,059	$232	$115.63	$100.23 - $129.94
Q3 2024	1,934	$203	$97.49	$81.01 - $109.42