UNIFIED SER TR

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

SpringVest Wealth Management LLC's Holding History (CIK: 0002058986)

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

Q4 2025
Shares 7,283 Value ($000) $323 Avg Close — Range —
Q3 2025
Shares 7,009 Value ($000) $309 Avg Close — Range —
Q2 2025
Shares 6,959 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 6,959 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 7,529 Value ($000) $315 Avg Close — Range —