ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q3 2024
Shares 1,803 Value ($000) $270 Avg Close — Range —
Q2 2024
Shares 1,803 Value ($000) $238 Avg Close — Range —
Q1 2024
Shares 1,803 Value ($000) $238 Avg Close — Range —
Q4 2023
Shares 1,803 Value ($000) $228 Avg Close — Range —
Q2 2023
Shares 1,803 Value ($000) $210 Avg Close — Range —
Q1 2023
Shares 1,803 Value ($000) $207 Avg Close — Range —