ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 108,122 Value ($000) $11,581 Avg Close — Range —
Q3 2025
Shares 92,546 Value ($000) $9,855 Avg Close — Range —
Q2 2025
Shares 72,167 Value ($000) $7,540 Avg Close — Range —
Q1 2025
Shares 58,288 Value ($000) $6,146 Avg Close — Range —
Q4 2024
Shares 53,787 Value ($000) $5,731 Avg Close — Range —
Q3 2024
Shares 56,000 Value ($000) $6,083 Avg Close — Range —
Q2 2024
Shares 59,392 Value ($000) $6,328 Avg Close — Range —
Q1 2024
Shares 52,742 Value ($000) $5,675 Avg Close — Range —
Q4 2023
Shares 61,548 Value ($000) $6,672 Avg Close — Range —
Q3 2023
Shares 60,715 Value ($000) $6,226 Avg Close — Range —
Q2 2023
Shares 74,433 Value ($000) $7,944 Avg Close — Range —
Q1 2023
Shares 83,297 Value ($000) $8,974 Avg Close — Range —
Q4 2022
Shares 71,878 Value ($000) $7,585 Avg Close — Range —
Q3 2022
Shares 33,505 Value ($000) $3,437 Avg Close — Range —
Q2 2022
Shares 12,810 Value ($000) $1,363 Avg Close — Range —
Q4 2018
Shares 2,624 Value ($000) $286 Avg Close — Range —