ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 3,924 Value ($000) $547 Avg Close — Range —
Q3 2025
Shares 3,087 Value ($000) $419 Avg Close — Range —
Q2 2025
Shares 3,082 Value ($000) $391 Avg Close — Range —
Q1 2025
Shares 2,859 Value ($000) $328 Avg Close — Range —