UBS GROUP AG

Ticker: UBS CUSIP: H42097107 Class: Com

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 13,584 Value ($000) $629 Avg Close $40.40 Range $36.44 - $47.30
Q3 2025
Shares 13,431 Value ($000) $551 Avg Close $38.84 Range $33.48 - $42.56
Q2 2025
Shares 12,729 Value ($000) $431 Avg Close $30.94 Range $25.75 - $34.56
Q1 2025
Shares 12,496 Value ($000) $383 Avg Close $33.35 Range $30.14 - $35.84
Q4 2024
Shares 10,619 Value ($000) $322 Avg Close $31.70 Range $29.58 - $33.34
Q2 2024
Shares 9,256 Value ($000) $273 Avg Close $29.73 Range $26.00 - $31.95
Q3 2020
Shares 11,425 Value ($000) $127 Avg Close $11.99 Range $10.39 - $12.67
Q1 2019
Shares 1,442 Value ($000) $17 Avg Close $12.67 Range $11.79 - $13.62
Q4 2018
Shares 1,442 Value ($000) $18 Avg Close $13.56 Range $11.61 - $15.66
Q3 2018
Shares 1,967 Value ($000) $30 Avg Close $15.72 Range $14.89 - $16.68
Q2 2018
Shares 1,374 Value ($000) $21 Avg Close $16.26 Range $15.03 - $17.75
Q1 2018
Shares 1,456 Value ($000) $25 Avg Close $19.01 Range $17.24 - $20.89
Q4 2017
Shares 1,649 Value ($000) $30 Avg Close $17.38 Range $16.79 - $18.47