UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q2 2025

Shares 679 Value ($000) $212 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 605 Value ($000) $317 Avg Close $499.48 Range $427.96 - $540.60

Q4 2023

Shares 436 Value ($000) $229 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 449 Value ($000) $226 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 437 Value ($000) $210 Avg Close $464.88 Range $423.41 - $503.95

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	679	$212	$374.94	$243.94 - $594.32
Q1 2025	605	$317	$499.48	$427.96 - $540.60
Q4 2023	436	$229	$511.31	$481.83 - $533.02
Q3 2023	449	$226	$469.94	$426.58 - $492.38
Q2 2023	437	$210	$464.88	$423.41 - $503.95