EP Wealth Advisors’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Buy	3,865 +365	+10%	+$29.5K	﹤0.01%	994
2025 Q1	$285K	Sell	3,500 -484	-12%	-$39.4K	﹤0.01%	933
2024 Q4	$291K	Hold	3,984	–	–	﹤0.01%	884
2024 Q3	$237K	Buy	+3,984	New	+$237K	﹤0.01%	963