UNIFIED SER TR

Ticker: MGMT CUSIP: 90470L550 Class: BALLAST SMLMD CP

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 79,005 Value ($000) $3,502 Avg Close — Range —
Q3 2025
Shares 86,021 Value ($000) $3,789 Avg Close — Range —
Q2 2025
Shares 85,157 Value ($000) $3,362 Avg Close — Range —
Q1 2025
Shares 84,455 Value ($000) $3,260 Avg Close — Range —
Q4 2024
Shares 81,409 Value ($000) $3,385 Avg Close — Range —
Q3 2024
Shares 76,080 Value ($000) $2,930 Avg Close — Range —
Q2 2024
Shares 71,347 Value ($000) $2,560 Avg Close — Range —
Q1 2024
Shares 51,867 Value ($000) $1,967 Avg Close — Range —