UNIVEST FINANCIAL CORPORATIO

Ticker: UVSP CUSIP: 915271100 Class: Common Stock

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 22,427 Value ($000) $734 Avg Close $31.32 Range $28.04 - $35.65
Q3 2025
Shares 40,107 Value ($000) $1,204 Avg Close $30.71 Range $27.91 - $32.86
Q2 2025
Shares 40,107 Value ($000) $1,205 Avg Close $29.11 Range $22.83 - $31.78
Q1 2025
Shares 40,107 Value ($000) $1,137 Avg Close $29.59 Range $27.11 - $31.79
Q4 2024
Shares 40,107 Value ($000) $1,184 Avg Close $29.72 Range $25.92 - $32.75
Q3 2024
Shares 40,107 Value ($000) $1,129 Avg Close $26.66 Range $21.73 - $29.49
Q2 2024
Shares 40,107 Value ($000) $916 Avg Close $21.13 Range $18.41 - $23.10
Q1 2024
Shares 40,343 Value ($000) $840 Avg Close $20.32 Range $19.11 - $22.34
Q4 2023
Shares 40,737 Value ($000) $897 Avg Close $18.73 Range $16.10 - $22.49
Q3 2023
Shares 40,987 Value ($000) $712 Avg Close $18.41 Range $16.86 - $20.75
Q2 2023
Shares 40,987 Value ($000) $741 Avg Close $19.59 Range $16.11 - $24.46
Q1 2023
Shares 40,737 Value ($000) $967 Avg Close $26.47 Range $23.03 - $29.05
Q4 2022
Shares 40,637 Value ($000) $1,062 Avg Close $26.82 Range $23.52 - $29.06
Q3 2022
Shares 37,651 Value ($000) $884 Avg Close $25.26 Range $23.48 - $27.04
Q2 2022
Shares 37,476 Value ($000) $953 Avg Close $25.65 Range $24.40 - $27.07
Q1 2022
Shares 40,612 Value ($000) $1,087 Avg Close $29.39 Range $26.67 - $31.93
Q4 2021
Shares 40,612 Value ($000) $1,215 Avg Close $29.08 Range $27.30 - $30.95
Q3 2021
Shares 44,612 Value ($000) $1,222 Avg Close $26.84 Range $24.65 - $28.46
Q2 2021
Shares 45,542 Value ($000) $1,201 Avg Close $28.09 Range $25.69 - $29.72
Q1 2021
Shares 45,542 Value ($000) $1,302 Avg Close $25.36 Range $20.16 - $30.14
Q4 2020
Shares 47,497 Value ($000) $977 Avg Close $17.93 Range $14.10 - $20.80