ISHARES TR

CUSIP: 46436E866 Class: IBONDS 25 TRM TS

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

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

Q3 2025
Shares 1,317,353 Value ($000) $30,780 Avg Close — Range —
Q2 2025
Shares 1,180,466 Value ($000) $27,576 Avg Close — Range —
Q1 2025
Shares 1,001,901 Value ($000) $23,414 Avg Close — Range —
Q4 2024
Shares 860,214 Value ($000) $20,060 Avg Close — Range —
Q3 2024
Shares 722,854 Value ($000) $16,929 Avg Close — Range —
Q2 2024
Shares 636,366 Value ($000) $14,776 Avg Close — Range —
Q1 2024
Shares 424,865 Value ($000) $9,870 Avg Close — Range —
Q4 2023
Shares 60,337 Value ($000) $1,405 Avg Close — Range —
Q3 2023
Shares 10,642 Value ($000) $246 Avg Close — Range —