UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025

Shares 702 Value ($000) $232 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 842 Value ($000) $291 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 1,368 Value ($000) $427 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 5,811 Value ($000) $3,043 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 5,776 Value ($000) $2,922 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 5,876 Value ($000) $3,435 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 5,777 Value ($000) $2,942 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 5,850 Value ($000) $2,895 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 5,736 Value ($000) $3,020 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 5,714 Value ($000) $2,882 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 5,405 Value ($000) $2,598 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 5,294 Value ($000) $2,501 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 6,587 Value ($000) $3,492 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 6,512 Value ($000) $3,289 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 6,214 Value ($000) $3,191 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 5,930 Value ($000) $3,023 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 5,572 Value ($000) $2,806 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 5,426 Value ($000) $2,121 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 2,275 Value ($000) $911 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 2,275 Value ($000) $846 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 2,275 Value ($000) $796 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,925 Value ($000) $600 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,990 Value ($000) $587 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 1,425 Value ($000) $355 Avg Close $249.73 Range $170.96 - $278.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	702	$232	$337.21	$302.50 - $378.46
Q3 2025	842	$291	$298.94	$231.57 - $357.63
Q2 2025	1,368	$427	$374.94	$243.94 - $594.32
Q1 2025	5,811	$3,043	$499.48	$427.96 - $540.60
Q4 2024	5,776	$2,922	$552.89	$464.38 - $613.22
Q3 2024	5,876	$3,435	$548.30	$469.38 - $588.97
Q2 2024	5,777	$2,942	$473.12	$420.98 - $509.52
Q1 2024	5,850	$2,895	$488.97	$449.89 - $527.55
Q4 2023	5,736	$3,020	$511.31	$481.83 - $533.02
Q3 2023	5,714	$2,882	$469.94	$426.58 - $492.38
Q2 2023	5,405	$2,598	$464.88	$423.41 - $503.95
Q1 2023	5,294	$2,501	$457.25	$434.73 - $497.60
Q4 2022	6,587	$3,492	$500.41	$460.31 - $526.71
Q3 2022	6,512	$3,289	$495.09	$463.11 - $520.39
Q2 2022	6,214	$3,191	$471.05	$423.08 - $518.69
Q1 2022	5,930	$3,023	$451.15	$416.63 - $489.25
Q4 2021	5,572	$2,806	$422.19	$356.94 - $475.98
Q3 2021	5,426	$2,121	$384.84	$363.78 - $400.47
Q2 2021	2,275	$911	$369.03	$333.51 - $394.04
Q1 2021	2,275	$846	$319.66	$295.28 - $351.97
Q4 2020	2,275	$796	$308.19	$275.16 - $337.94
Q3 2020	1,925	$600	$281.21	$262.60 - $296.87
Q2 2020	1,990	$587	$261.11	$205.85 - $287.65
Q1 2020	1,425	$355	$249.73	$170.96 - $278.13