EP Wealth Advisors’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,619	Closed	-$233K	–	663
2022 Q4	$233K	Buy	+7,619	New	+$233K	﹤0.01%	512