ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 3,333 Value ($000) $380 Avg Close — Range —
Q3 2025
Shares 3,388 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 3,388 Value ($000) $379 Avg Close — Range —
Q1 2025
Shares 3,410 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 3,410 Value ($000) $330 Avg Close — Range —
Q3 2024
Shares 3,395 Value ($000) $365 Avg Close — Range —
Q2 2024
Shares 3,281 Value ($000) $336 Avg Close — Range —
Q1 2024
Shares 4,028 Value ($000) $418 Avg Close — Range —
Q4 2023
Shares 4,028 Value ($000) $390 Avg Close — Range —
Q3 2023
Shares 4,117 Value ($000) $355 Avg Close — Range —