WoodTrust Financial’s Unilever UL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Hold	4,350	–	–	0.03%	133
2025 Q1	$259K	Hold	4,350	–	–	0.04%	143
2024 Q4	$247K	Hold	4,350	–	–	0.03%	155
2024 Q3	$283K	Hold	4,350	–	–	0.04%	152
2024 Q2	$239K	Hold	4,350	–	–	0.04%	154
2024 Q1	$218	Sell	4,350 -6	-0.1%	–	0.03%	159
2023 Q4	$211K	Sell	4,356 -1,544	-26%	-$74.8K	0.04%	158
2023 Q3	$291K	Sell	5,900 -600	-9%	-$29.6K	0.06%	126
2023 Q2	$339K	Hold	6,500	–	–	0.06%	118
2023 Q1	$338K	Hold	6,500	–	–	0.07%	117
2022 Q4	$327K	Hold	6,500	–	–	0.07%	117
2022 Q3	$285K	Hold	6,500	–	–	0.06%	122
2022 Q2	$298K	Hold	6,500	–	–	0.07%	122
2022 Q1	$296K	Buy	6,500 +1,300	+25%	+$59.2K	0.06%	125
2021 Q4	$280K	Buy	+5,200	New	+$280K	0.06%	118