UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q1 2025

Shares 533 Value ($000) $279 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 808 Value ($000) $409 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 1,067 Value ($000) $624 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 1,499 Value ($000) $763 Avg Close $473.12 Range $420.98 - $509.52

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	533	$279	$499.48	$427.96 - $540.60
Q4 2024	808	$409	$552.89	$464.38 - $613.22
Q3 2024	1,067	$624	$548.30	$469.38 - $588.97
Q2 2024	1,499	$763	$473.12	$420.98 - $509.52