UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q2 2025

Shares 5,726 Value ($000) $1,786 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 4,430 Value ($000) $2,320 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 5,927 Value ($000) $2,998 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 5,473 Value ($000) $3,200 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 4,961 Value ($000) $2,526 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 5,157 Value ($000) $2,551 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 3,829 Value ($000) $2,016 Avg Close $511.31 Range $481.83 - $533.02

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	5,726	$1,786	$374.94	$243.94 - $594.32
Q1 2025	4,430	$2,320	$499.48	$427.96 - $540.60
Q4 2024	5,927	$2,998	$552.89	$464.38 - $613.22
Q3 2024	5,473	$3,200	$548.30	$469.38 - $588.97
Q2 2024	4,961	$2,526	$473.12	$420.98 - $509.52
Q1 2024	5,157	$2,551	$488.97	$449.89 - $527.55
Q4 2023	3,829	$2,016	$511.31	$481.83 - $533.02