ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 3,276 Value ($000) $308 Avg Close — Range —
Q3 2025
Shares 3,276 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 3,555 Value ($000) $334 Avg Close — Range —
Q1 2025
Shares 3,555 Value ($000) $333 Avg Close — Range —
Q4 2024
Shares 3,547 Value ($000) $315 Avg Close — Range —
Q3 2024
Shares 3,547 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 4,553 Value ($000) $382 Avg Close — Range —
Q1 2024
Shares 4,881 Value ($000) $408 Avg Close — Range —
Q1 2022
Shares 3,069 Value ($000) $238 Avg Close — Range —
Q4 2021
Shares 2,617 Value ($000) $212 Avg Close — Range —
Q3 2021
Shares 3,274 Value ($000) $241 Avg Close — Range —
Q2 2021
Shares 3,178 Value ($000) $234 Avg Close — Range —
Q4 2020
Shares 3,877 Value ($000) $263 Avg Close — Range —
Q3 2020
Shares 3,901 Value ($000) $249 Avg Close — Range —
Q2 2020
Shares 3,892 Value ($000) $236 Avg Close — Range —
Q1 2020
Shares 3,883 Value ($000) $210 Avg Close — Range —
Q4 2019
Shares 3,872 Value ($000) $254 Avg Close — Range —
Q3 2019
Shares 4,021 Value ($000) $258 Avg Close — Range —