UNION BANKSHARES INC

Ticker: UNB CUSIP: 905400107 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (4)

GOLDMAN SACHS GROUP INC
Value ($000) $311 Shares 13,098
Kestra Advisory Services, LLC
Value ($000) $42 Shares 1,787
EverSource Wealth Advisors, LLC
Value ($000) $0 Shares 1
MAI Capital Management
Value ($000) $0 Shares 1

Increased Positions (16)

BlackRock, Inc.
Value ($000) $4,644 (+16.5%) Shares 195,683 (+21.6%)
VANGUARD GROUP INC
Value ($000) $4,703 (+2.6%) Shares 198,178 (+7.1%)
BARCLAYS PLC
Value ($000) $203 (+840.7%) Shares 8,542 (+927.9%)
MORGAN STANLEY
Value ($000) $493 (+38.2%) Shares 20,791 (+44.2%)
CITADEL ADVISORS LLC
Value ($000) $308 (+24.3%) Shares 12,996 (+29.7%)
WELLS FARGO & COMPANY/MN
Value ($000) $113 (+49.9%) Shares 4,757 (+56.4%)
GEODE CAPITAL MANAGEMENT, LLC
Value ($000) $2,072 (-2.8%) Shares 87,314 (+1.5%)
STATE STREET CORP
Value ($000) $885 (-2.5%) Shares 37,275 (+1.8%)
BANK OF AMERICA CORP /DE/
Value ($000) $126 (+4.8%) Shares 5,305 (+9.4%)
BNP PARIBAS ARBITRAGE, SA
Value ($000) $26 (+43.2%) Shares 1,103 (+49.5%)
ROYAL BANK OF CANADA
Value ($000) $4 (+100.0%) Shares 157 (+157.4%)
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Value ($000) $42 (-1.7%) Shares 1,778 (+2.5%)
Sterling Capital Management LLC
Value ($000) $1 (+51.9%) Shares 38 (+58.3%)
PNC Financial Services Group, Inc.
Value ($000) $0 (+50.9%) Shares 11 (+57.1%)
Farther Finance Advisors, LLC
Value ($000) $1 (-1.0%) Shares 62 (+3.3%)
CWM, LLC
Value ($000) $0 (0.0%) Shares 44 (+69.2%)

Decreased Positions (15)

FMR LLC
Value ($000) $15 (-99.7%) Shares 647 (-99.7%)
Cannell & Spears LLC
Value ($000) $953 (-8.5%) Shares 40,169 (-4.5%)
Russell Investments Group, Ltd.
Value ($000) $9 (-85.0%) Shares 399 (-84.3%)
LPL Financial LLC
Value ($000) $715 (-7.7%) Shares 30,130 (-3.7%)
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $428 (-9.1%) Shares 18,032 (-5.2%)
NORTHERN TRUST CORP
Value ($000) $1,068 (-6.2%) Shares 45,020 (-2.1%)
RHUMBLINE ADVISERS
Value ($000) $58 (-27.0%) Shares 2,461 (-23.8%)
UBS Group AG
Value ($000) $28 (-34.3%) Shares 1,174 (-31.4%)
Tower Research Capital LLC (TRC)
Value ($000) $11 (-43.1%) Shares 455 (-40.7%)
JPMORGAN CHASE & CO
Value ($000) $35 (-17.4%) Shares 1,454 (-13.9%)
DEUTSCHE BANK AG\
Value ($000) $109 (-6.0%) Shares 4,607 (-2.0%)
CITIGROUP INC
Value ($000) $2 (-47.3%) Shares 83 (-45.0%)
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
Value ($000) $5 (-5.9%) Shares 223 (-1.8%)
SBI Securities Co., Ltd.
Value ($000) $1 (-8.1%) Shares 23 (-4.2%)
AMALGAMATED BANK
Value ($000) $0 (0.0%) Shares 114 (-8.1%)

Exited Positions (5)

TrueMark Investments, LLC
Value ($000) $370 Shares 14,960
Bank of New York Mellon Corp
Value ($000) $211 Shares 8,520
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Value ($000) $19 Shares 775
SRS Capital Advisors, Inc.
Value ($000) $1 Shares 32
True Wealth Design, LLC
Value ($000) $0 Shares 1