UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025

Shares 2,947 Value ($000) $973 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 3,029 Value ($000) $1,046 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 2,942 Value ($000) $918 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 2,942 Value ($000) $1,541 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 3,354 Value ($000) $2 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 2,989 Value ($000) $2 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 3,014 Value ($000) $2 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 2,967 Value ($000) $1 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 3,040 Value ($000) $2 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 3,029 Value ($000) $2 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 2,942 Value ($000) $1 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 2,942 Value ($000) $1 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 2,962 Value ($000) $2 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 2,942 Value ($000) $1,486 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 2,942 Value ($000) $1,511 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 2,942 Value ($000) $1,500 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 2,942 Value ($000) $1,477 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 2,942 Value ($000) $1,150 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 3,268 Value ($000) $1,309 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 3,268 Value ($000) $1,216 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 3,268 Value ($000) $1,146 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 3,268 Value ($000) $1,019 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 3,268 Value ($000) $964 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 3,268 Value ($000) $815 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 3,663 Value ($000) $1,077 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 3,268 Value ($000) $710 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 3,268 Value ($000) $797 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 3,268 Value ($000) $808 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 3,268 Value ($000) $814 Avg Close $235.05 Range $206.71 - $256.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,947	$973	$337.21	$302.50 - $378.46
Q3 2025	3,029	$1,046	$298.94	$231.57 - $357.63
Q2 2025	2,942	$918	$374.94	$243.94 - $594.32
Q1 2025	2,942	$1,541	$499.48	$427.96 - $540.60
Q4 2024	3,354	$2	$552.89	$464.38 - $613.22
Q3 2024	2,989	$2	$548.30	$469.38 - $588.97
Q2 2024	3,014	$2	$473.12	$420.98 - $509.52
Q1 2024	2,967	$1	$488.97	$449.89 - $527.55
Q4 2023	3,040	$2	$511.31	$481.83 - $533.02
Q3 2023	3,029	$2	$469.94	$426.58 - $492.38
Q2 2023	2,942	$1	$464.88	$423.41 - $503.95
Q1 2023	2,942	$1	$457.25	$434.73 - $497.60
Q4 2022	2,962	$2	$500.41	$460.31 - $526.71
Q3 2022	2,942	$1,486	$495.09	$463.11 - $520.39
Q2 2022	2,942	$1,511	$471.05	$423.08 - $518.69
Q1 2022	2,942	$1,500	$451.15	$416.63 - $489.25
Q4 2021	2,942	$1,477	$422.19	$356.94 - $475.98
Q3 2021	2,942	$1,150	$384.84	$363.78 - $400.47
Q2 2021	3,268	$1,309	$369.03	$333.51 - $394.04
Q1 2021	3,268	$1,216	$319.66	$295.28 - $351.97
Q4 2020	3,268	$1,146	$308.19	$275.16 - $337.94
Q3 2020	3,268	$1,019	$281.21	$262.60 - $296.87
Q2 2020	3,268	$964	$261.11	$205.85 - $287.65
Q1 2020	3,268	$815	$249.73	$170.96 - $278.13
Q4 2019	3,663	$1,077	$236.60	$191.58 - $272.04
Q3 2019	3,268	$710	$217.12	$192.52 - $241.58
Q2 2019	3,268	$797	$215.47	$186.25 - $227.91
Q1 2019	3,268	$808	$227.63	$209.12 - $242.99
Q4 2018	3,268	$814	$235.05	$206.71 - $256.77