UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025

Shares 853 Value ($000) $282 Avg Close $337.21 Range $302.50 - $378.46

Q1 2025

Shares 500 Value ($000) $262 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 500 Value ($000) $253 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 500 Value ($000) $292 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 465 Value ($000) $237 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 465 Value ($000) $233 Avg Close $488.97 Range $449.89 - $527.55

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	853	$282	$337.21	$302.50 - $378.46
Q1 2025	500	$262	$499.48	$427.96 - $540.60
Q4 2024	500	$253	$552.89	$464.38 - $613.22
Q3 2024	500	$292	$548.30	$469.38 - $588.97
Q2 2024	465	$237	$473.12	$420.98 - $509.52
Q1 2024	465	$233	$488.97	$449.89 - $527.55