ISHARES TR

Ticker: REZ CUSIP: 464288562 Class: RESIDENTIAL MULT

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

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

Q4 2025
Shares 5,750 Value ($000) $475 Avg Close — Range —
Q3 2025
Shares 5,750 Value ($000) $489 Avg Close — Range —
Q2 2025
Shares 5,750 Value ($000) $473 Avg Close — Range —
Q1 2025
Shares 5,750 Value ($000) $497 Avg Close — Range —
Q4 2024
Shares 8,707 Value ($000) $705 Avg Close — Range —
Q3 2024
Shares 8,707 Value ($000) $773 Avg Close — Range —
Q2 2024
Shares 8,707 Value ($000) $670 Avg Close — Range —
Q1 2024
Shares 8,707 Value ($000) $628 Avg Close — Range —
Q4 2023
Shares 8,695 Value ($000) $639 Avg Close — Range —
Q2 2023
Shares 2,886 Value ($000) $211 Avg Close — Range —
Q1 2023
Shares 2,870 Value ($000) $203 Avg Close — Range —