UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025

Shares 2,365 Value ($000) $781 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 1,925 Value ($000) $665 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 2,334 Value ($000) $728 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 2,673 Value ($000) $1,400 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 2,486 Value ($000) $1,258 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 2,457 Value ($000) $1,436 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 2,039 Value ($000) $1,038 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 1,974 Value ($000) $977 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 2,006 Value ($000) $1,056 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 1,963 Value ($000) $989 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 1,841 Value ($000) $885 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 1,803 Value ($000) $852 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 1,806 Value ($000) $1 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 1,837 Value ($000) $928 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 2,017 Value ($000) $1,036 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 1,992 Value ($000) $1,016 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 1,927 Value ($000) $968 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 1,805 Value ($000) $705 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 1,752 Value ($000) $702 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 1,537 Value ($000) $572 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,444 Value ($000) $506 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,335 Value ($000) $416 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,260 Value ($000) $372 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 1,035 Value ($000) $258 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 913 Value ($000) $268 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 1,248 Value ($000) $271 Avg Close $217.12 Range $192.52 - $241.58

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,365	$781	$337.21	$302.50 - $378.46
Q3 2025	1,925	$665	$298.94	$231.57 - $357.63
Q2 2025	2,334	$728	$374.94	$243.94 - $594.32
Q1 2025	2,673	$1,400	$499.48	$427.96 - $540.60
Q4 2024	2,486	$1,258	$552.89	$464.38 - $613.22
Q3 2024	2,457	$1,436	$548.30	$469.38 - $588.97
Q2 2024	2,039	$1,038	$473.12	$420.98 - $509.52
Q1 2024	1,974	$977	$488.97	$449.89 - $527.55
Q4 2023	2,006	$1,056	$511.31	$481.83 - $533.02
Q3 2023	1,963	$989	$469.94	$426.58 - $492.38
Q2 2023	1,841	$885	$464.88	$423.41 - $503.95
Q1 2023	1,803	$852	$457.25	$434.73 - $497.60
Q4 2022	1,806	$1	$500.41	$460.31 - $526.71
Q3 2022	1,837	$928	$495.09	$463.11 - $520.39
Q2 2022	2,017	$1,036	$471.05	$423.08 - $518.69
Q1 2022	1,992	$1,016	$451.15	$416.63 - $489.25
Q4 2021	1,927	$968	$422.19	$356.94 - $475.98
Q3 2021	1,805	$705	$384.84	$363.78 - $400.47
Q2 2021	1,752	$702	$369.03	$333.51 - $394.04
Q1 2021	1,537	$572	$319.66	$295.28 - $351.97
Q4 2020	1,444	$506	$308.19	$275.16 - $337.94
Q3 2020	1,335	$416	$281.21	$262.60 - $296.87
Q2 2020	1,260	$372	$261.11	$205.85 - $287.65
Q1 2020	1,035	$258	$249.73	$170.96 - $278.13
Q4 2019	913	$268	$236.60	$191.58 - $272.04
Q3 2019	1,248	$271	$217.12	$192.52 - $241.58