ISHARES TR

CUSIP: 46436E882 Class: EXCHANGE-TRADED FUND

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

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

Q3 2023
Shares 668,014 Value ($000) $16,580 Avg Close — Range —
Q2 2023
Shares 615,566 Value ($000) $15,272 Avg Close — Range —
Q1 2023
Shares 14,138 Value ($000) $351 Avg Close — Range —