ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 1,327,463 Value ($000) $30,366 Avg Close — Range —
Q3 2025
Shares 1,039,566 Value ($000) $23,858 Avg Close — Range —
Q2 2025
Shares 835,276 Value ($000) $19,153 Avg Close — Range —
Q1 2025
Shares 408,173 Value ($000) $9,363 Avg Close — Range —
Q4 2024
Shares 89,764 Value ($000) $2,048 Avg Close — Range —
Q3 2024
Shares 9,000 Value ($000) $208 Avg Close — Range —