ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 26,732 Value ($000) $2,263 Avg Close — Range —
Q3 2025
Shares 27,021 Value ($000) $2,231 Avg Close — Range —
Q2 2025
Shares 27,190 Value ($000) $2,102 Avg Close — Range —
Q1 2025
Shares 28,045 Value ($000) $1,958 Avg Close — Range —
Q4 2024
Shares 31,434 Value ($000) $2,079 Avg Close — Range —
Q3 2024
Shares 32,146 Value ($000) $2,335 Avg Close — Range —
Q2 2024
Shares 32,826 Value ($000) $2,218 Avg Close — Range —
Q1 2024
Shares 40,645 Value ($000) $2,758 Avg Close — Range —
Q4 2023
Shares 41,392 Value ($000) $2,688 Avg Close — Range —
Q3 2023
Shares 41,282 Value ($000) $2,476 Avg Close — Range —
Q2 2023
Shares 41,482 Value ($000) $2,598 Avg Close — Range —
Q1 2023
Shares 40,818 Value ($000) $2,529 Avg Close — Range —