UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025

Shares 3,263 Value ($000) $1,077 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 3,264 Value ($000) $1,127 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 2,980 Value ($000) $930 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 3,023 Value ($000) $1,583 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 3,026 Value ($000) $1,531 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 3,041 Value ($000) $1,778 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 3,285 Value ($000) $1,673 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 3,192 Value ($000) $1,579 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 3,152 Value ($000) $1,659 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 3,167 Value ($000) $1,597 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 3,177 Value ($000) $1,527 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 3,099 Value ($000) $1,465 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 3,319 Value ($000) $1,760 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 3,344 Value ($000) $1,689 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 3,308 Value ($000) $1,699 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 3,043 Value ($000) $1,552 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 3,004 Value ($000) $1,509 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 2,994 Value ($000) $1,170 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 2,816 Value ($000) $1,128 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 2,750 Value ($000) $1,023 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 2,623 Value ($000) $920 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 2,294 Value ($000) $715 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 2,427 Value ($000) $716 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 2,179 Value ($000) $543 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 2,215 Value ($000) $651 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 2,432 Value ($000) $529 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 2,971 Value ($000) $725 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 2,712 Value ($000) $674 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 2,996 Value ($000) $745 Avg Close $235.05 Range $206.71 - $256.77

Q2 2017

Shares 2,529 Value ($000) $471 Avg Close $152.68 Range $142.90 - $164.81

Q2 2013

Shares 80 Value ($000) $5 Avg Close $50.75 Range $46.46 - $54.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,263	$1,077	$337.21	$302.50 - $378.46
Q3 2025	3,264	$1,127	$298.94	$231.57 - $357.63
Q2 2025	2,980	$930	$374.94	$243.94 - $594.32
Q1 2025	3,023	$1,583	$499.48	$427.96 - $540.60
Q4 2024	3,026	$1,531	$552.89	$464.38 - $613.22
Q3 2024	3,041	$1,778	$548.30	$469.38 - $588.97
Q2 2024	3,285	$1,673	$473.12	$420.98 - $509.52
Q1 2024	3,192	$1,579	$488.97	$449.89 - $527.55
Q4 2023	3,152	$1,659	$511.31	$481.83 - $533.02
Q3 2023	3,167	$1,597	$469.94	$426.58 - $492.38
Q2 2023	3,177	$1,527	$464.88	$423.41 - $503.95
Q1 2023	3,099	$1,465	$457.25	$434.73 - $497.60
Q4 2022	3,319	$1,760	$500.41	$460.31 - $526.71
Q3 2022	3,344	$1,689	$495.09	$463.11 - $520.39
Q2 2022	3,308	$1,699	$471.05	$423.08 - $518.69
Q1 2022	3,043	$1,552	$451.15	$416.63 - $489.25
Q4 2021	3,004	$1,509	$422.19	$356.94 - $475.98
Q3 2021	2,994	$1,170	$384.84	$363.78 - $400.47
Q2 2021	2,816	$1,128	$369.03	$333.51 - $394.04
Q1 2021	2,750	$1,023	$319.66	$295.28 - $351.97
Q4 2020	2,623	$920	$308.19	$275.16 - $337.94
Q3 2020	2,294	$715	$281.21	$262.60 - $296.87
Q2 2020	2,427	$716	$261.11	$205.85 - $287.65
Q1 2020	2,179	$543	$249.73	$170.96 - $278.13
Q4 2019	2,215	$651	$236.60	$191.58 - $272.04
Q3 2019	2,432	$529	$217.12	$192.52 - $241.58
Q2 2019	2,971	$725	$215.47	$186.25 - $227.91
Q1 2019	2,712	$674	$227.63	$209.12 - $242.99
Q4 2018	2,996	$745	$235.05	$206.71 - $256.77
Q2 2017	2,529	$471	$152.68	$142.90 - $164.81
Q2 2013	80	$5	$50.75	$46.46 - $54.18