UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025

Shares 4,649 Value ($000) $1,535 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 5,399 Value ($000) $1,864 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 4,129 Value ($000) $1,288 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 4,383 Value ($000) $2,296 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 4,159 Value ($000) $2,104 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 4,733 Value ($000) $2,767 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 4,711 Value ($000) $2,399 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 4,708 Value ($000) $2,329 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 4,414 Value ($000) $2,324 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 4,439 Value ($000) $2,238 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 4,366 Value ($000) $2,098 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 4,336 Value ($000) $2,049 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 4,379 Value ($000) $2,322 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 4,458 Value ($000) $2,252 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 4,655 Value ($000) $2,391 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 4,680 Value ($000) $2,387 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 4,571 Value ($000) $2,295 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 4,761 Value ($000) $1,860 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 4,783 Value ($000) $1,915 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 4,931 Value ($000) $1,835 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 4,755 Value ($000) $1,668 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 4,391 Value ($000) $1 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,721 Value ($000) $508 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 1,325 Value ($000) $330 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 902 Value ($000) $265 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 928 Value ($000) $201 Avg Close $217.12 Range $192.52 - $241.58

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,649	$1,535	$337.21	$302.50 - $378.46
Q3 2025	5,399	$1,864	$298.94	$231.57 - $357.63
Q2 2025	4,129	$1,288	$374.94	$243.94 - $594.32
Q1 2025	4,383	$2,296	$499.48	$427.96 - $540.60
Q4 2024	4,159	$2,104	$552.89	$464.38 - $613.22
Q3 2024	4,733	$2,767	$548.30	$469.38 - $588.97
Q2 2024	4,711	$2,399	$473.12	$420.98 - $509.52
Q1 2024	4,708	$2,329	$488.97	$449.89 - $527.55
Q4 2023	4,414	$2,324	$511.31	$481.83 - $533.02
Q3 2023	4,439	$2,238	$469.94	$426.58 - $492.38
Q2 2023	4,366	$2,098	$464.88	$423.41 - $503.95
Q1 2023	4,336	$2,049	$457.25	$434.73 - $497.60
Q4 2022	4,379	$2,322	$500.41	$460.31 - $526.71
Q3 2022	4,458	$2,252	$495.09	$463.11 - $520.39
Q2 2022	4,655	$2,391	$471.05	$423.08 - $518.69
Q1 2022	4,680	$2,387	$451.15	$416.63 - $489.25
Q4 2021	4,571	$2,295	$422.19	$356.94 - $475.98
Q3 2021	4,761	$1,860	$384.84	$363.78 - $400.47
Q2 2021	4,783	$1,915	$369.03	$333.51 - $394.04
Q1 2021	4,931	$1,835	$319.66	$295.28 - $351.97
Q4 2020	4,755	$1,668	$308.19	$275.16 - $337.94
Q3 2020	4,391	$1	$281.21	$262.60 - $296.87
Q2 2020	1,721	$508	$261.11	$205.85 - $287.65
Q1 2020	1,325	$330	$249.73	$170.96 - $278.13
Q4 2019	902	$265	$236.60	$191.58 - $272.04
Q3 2019	928	$201	$217.12	$192.52 - $241.58