ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 74,040 Value ($000) $2,292 Avg Close — Range —
Q3 2025
Shares 64,188 Value ($000) $2,030 Avg Close — Range —
Q1 2024
Shares 8,020 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 8,980 Value ($000) $280 Avg Close — Range —
Q3 2023
Shares 10,730 Value ($000) $324 Avg Close — Range —
Q4 2021
Shares 6,519 Value ($000) $257 Avg Close — Range —
Q3 2021
Shares 7,269 Value ($000) $282 Avg Close — Range —
Q2 2021
Shares 8,079 Value ($000) $318 Avg Close — Range —
Q4 2020
Shares 11,609 Value ($000) $447 Avg Close — Range —
Q3 2020
Shares 11,989 Value ($000) $437 Avg Close — Range —
Q2 2020
Shares 14,042 Value ($000) $486 Avg Close — Range —
Q1 2020
Shares 27,632 Value ($000) $880 Avg Close — Range —
Q4 2019
Shares 30,427 Value ($000) $1,144 Avg Close — Range —
Q3 2019
Shares 43,743 Value ($000) $1,642 Avg Close — Range —
Q2 2019
Shares 43,618 Value ($000) $1,607 Avg Close — Range —