WORKIVA INC

Ticker: WK CUSIP: 98139A105 Class: Common Stock

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

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

Q3 2025
Shares 2,000 Value ($000) $172 Avg Close $75.12 Range $63.80 - $93.00
Q4 2024
Shares 2,000 Value ($000) $219 Avg Close $92.18 Range $75.71 - $116.83