SPDR INDEX SHS FDS

Ticker: CWI CUSIP: 78463X848 Class: ETF

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

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

Q3 2022
Shares 9,694 Value ($000) $206 Avg Close — Range —
Q2 2022
Shares 10,140 Value ($000) $241 Avg Close — Range —
Q1 2022
Shares 10,035 Value ($000) $276 Avg Close — Range —
Q4 2021
Shares 10,035 Value ($000) $294 Avg Close — Range —
Q3 2021
Shares 9,888 Value ($000) $286 Avg Close — Range —
Q2 2021
Shares 9,888 Value ($000) $299 Avg Close — Range —
Q1 2021
Shares 7,808 Value ($000) $226 Avg Close — Range —
Q4 2020
Shares 7,808 Value ($000) $216 Avg Close — Range —