ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 2,336,234 Value ($000) $208,999 Avg Close — Range —
Q3 2025
Shares 2,165,049 Value ($000) $189,030 Avg Close — Range —
Q2 2025
Shares 1,911,629 Value ($000) $159,583 Avg Close — Range —
Q1 2025
Shares 1,774,441 Value ($000) $134,236 Avg Close — Range —
Q4 2024
Shares 1,682,241 Value ($000) $118,228 Avg Close — Range —
Q3 2024
Shares 1,652,503 Value ($000) $128,978 Avg Close — Range —
Q2 2024
Shares 1,583,243 Value ($000) $115,007 Avg Close — Range —
Q1 2024
Shares 1,549,919 Value ($000) $115,035 Avg Close — Range —
Q4 2023
Shares 1,454,985 Value ($000) $102,358 Avg Close — Range —
Q3 2023
Shares 1,445,400 Value ($000) $93,012 Avg Close — Range —
Q2 2023
Shares 1,360,228 Value ($000) $91,815 Avg Close — Range —
Q1 2023
Shares 1,293,965 Value ($000) $86,502 Avg Close — Range —
Q4 2022
Shares 1,117,727 Value ($000) $68,897 Avg Close — Range —
Q3 2022
Shares 1,124,481 Value ($000) $59,226 Avg Close — Range —
Q2 2022
Shares 1,110,251 Value ($000) $65,338 Avg Close — Range —
Q1 2022
Shares 1,064,824 Value ($000) $74,016 Avg Close — Range —
Q4 2021
Shares 1,019,352 Value ($000) $76,084 Avg Close — Range —
Q3 2021
Shares 939,698 Value ($000) $69,773 Avg Close — Range —
Q2 2021
Shares 864,710 Value ($000) $64,732 Avg Close — Range —
Q1 2021
Shares 1,790,086 Value ($000) $191,123 Avg Close — Range —
Q3 2020
Shares 667,108 Value ($000) $40,213 Avg Close — Range —
Q1 2020
Shares 433,817 Value ($000) $21,643 Avg Close — Range —
Q4 2019
Shares 879,935 Value ($000) $57,407 Avg Close — Range —
Q3 2019
Shares 829,935 Value ($000) $50,684 Avg Close — Range —
Q2 2019
Shares 791,992 Value ($000) $48,628 Avg Close — Range —
Q1 2019
Shares 753,056 Value ($000) $45,763 Avg Close — Range —
Q4 2018
Shares 375,497 Value ($000) $20,652 Avg Close — Range —
Q3 2018
Shares 50,847 Value ($000) $3,264 Avg Close — Range —
Q2 2018
Shares 50,847 Value ($000) $3,190 Avg Close — Range —
Q1 2018
Shares 51,077 Value ($000) $3,313 Avg Close — Range —
Q4 2017
Shares 54,744 Value ($000) $3,721 Avg Close — Range —
Q3 2017
Shares 52,999 Value ($000) $3,398 Avg Close — Range —
Q2 2017
Shares 52,917 Value ($000) $3,210 Avg Close — Range —
Q1 2017
Shares 57,520 Value ($000) $3,313 Avg Close — Range —
Q4 2016
Shares 113,672 Value ($000) $6,263 Avg Close — Range —