UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025

Shares 831 Value ($000) $274 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 874 Value ($000) $302 Avg Close $298.94 Range $231.57 - $357.63

Q2 2025

Shares 706 Value ($000) $220 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 659 Value ($000) $345 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 690 Value ($000) $349 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 677 Value ($000) $396 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 452 Value ($000) $230 Avg Close $473.12 Range $420.98 - $509.52

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	831	$274	$337.21	$302.50 - $378.46
Q3 2025	874	$302	$298.94	$231.57 - $357.63
Q2 2025	706	$220	$374.94	$243.94 - $594.32
Q1 2025	659	$345	$499.48	$427.96 - $540.60
Q4 2024	690	$349	$552.89	$464.38 - $613.22
Q3 2024	677	$396	$548.30	$469.38 - $588.97
Q2 2024	452	$230	$473.12	$420.98 - $509.52