INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 5,000 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 5,000 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 5,000 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 8,025 Value ($000) $367 Avg Close — Range —
Q3 2024
Shares 8,025 Value ($000) $374 Avg Close — Range —
Q2 2024
Shares 8,025 Value ($000) $342 Avg Close — Range —
Q1 2024
Shares 8,025 Value ($000) $342 Avg Close — Range —
Q4 2023
Shares 8,025 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 8,025 Value ($000) $293 Avg Close — Range —
Q2 2023
Shares 8,025 Value ($000) $307 Avg Close — Range —
Q1 2023
Shares 8,025 Value ($000) $294 Avg Close — Range —