UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q1 2024

Shares 10,343 Value ($000) $5,117 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 10,500 Value ($000) $5,528 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 10,223 Value ($000) $5,154 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 10,288 Value ($000) $4,945 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 9,868 Value ($000) $4,664 Avg Close $457.25 Range $434.73 - $497.60

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	10,343	$5,117	$488.97	$449.89 - $527.55
Q4 2023	10,500	$5,528	$511.31	$481.83 - $533.02
Q3 2023	10,223	$5,154	$469.94	$426.58 - $492.38
Q2 2023	10,288	$4,945	$464.88	$423.41 - $503.95
Q1 2023	9,868	$4,664	$457.25	$434.73 - $497.60