UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 1,040 Value ($000) $298 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 1,177 Value ($000) $406 Avg Close $298.94 Range $231.57 - $357.63