UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025

Shares 1,174 Value ($000) $388 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 1,411 Value ($000) $487 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 1,181 Value ($000) $369 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 1,283 Value ($000) $672 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 1,131 Value ($000) $572 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 1,113 Value ($000) $651 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 819 Value ($000) $417 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 816 Value ($000) $404 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 801 Value ($000) $422 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 801 Value ($000) $404 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 1,151 Value ($000) $553 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 1,141 Value ($000) $539 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 1,084 Value ($000) $575 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 1,034 Value ($000) $522 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 1,018 Value ($000) $523 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 1,003 Value ($000) $511 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 1,003 Value ($000) $504 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 958 Value ($000) $374 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 953 Value ($000) $382 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 1,099 Value ($000) $409 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 1,099 Value ($000) $385 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 1,099 Value ($000) $343 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 1,097 Value ($000) $324 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 417 Value ($000) $104 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 407 Value ($000) $120 Avg Close $236.60 Range $191.58 - $272.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,174	$388	$337.21	$302.50 - $378.46
Q3 2025	1,411	$487	$298.94	$231.57 - $357.63
Q2 2025	1,181	$369	$374.94	$243.94 - $594.32
Q1 2025	1,283	$672	$499.48	$427.96 - $540.60
Q4 2024	1,131	$572	$552.89	$464.38 - $613.22
Q3 2024	1,113	$651	$548.30	$469.38 - $588.97
Q2 2024	819	$417	$473.12	$420.98 - $509.52
Q1 2024	816	$404	$488.97	$449.89 - $527.55
Q4 2023	801	$422	$511.31	$481.83 - $533.02
Q3 2023	801	$404	$469.94	$426.58 - $492.38
Q2 2023	1,151	$553	$464.88	$423.41 - $503.95
Q1 2023	1,141	$539	$457.25	$434.73 - $497.60
Q4 2022	1,084	$575	$500.41	$460.31 - $526.71
Q3 2022	1,034	$522	$495.09	$463.11 - $520.39
Q2 2022	1,018	$523	$471.05	$423.08 - $518.69
Q1 2022	1,003	$511	$451.15	$416.63 - $489.25
Q4 2021	1,003	$504	$422.19	$356.94 - $475.98
Q3 2021	958	$374	$384.84	$363.78 - $400.47
Q2 2021	953	$382	$369.03	$333.51 - $394.04
Q1 2021	1,099	$409	$319.66	$295.28 - $351.97
Q4 2020	1,099	$385	$308.19	$275.16 - $337.94
Q3 2020	1,099	$343	$281.21	$262.60 - $296.87
Q2 2020	1,097	$324	$261.11	$205.85 - $287.65
Q1 2020	417	$104	$249.73	$170.96 - $278.13
Q4 2019	407	$120	$236.60	$191.58 - $272.04