SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 4,544 Value ($000) $2,741 Avg Close — Range —
Q3 2025
Shares 4,539 Value ($000) $2,705 Avg Close — Range —
Q2 2025
Shares 4,568 Value ($000) $2,588 Avg Close — Range —
Q1 2025
Shares 4,567 Value ($000) $2,436 Avg Close — Range —
Q4 2024
Shares 4,596 Value ($000) $2,618 Avg Close — Range —
Q3 2024
Shares 4,689 Value ($000) $2,671 Avg Close — Range —
Q2 2024
Shares 4,902 Value ($000) $2,623 Avg Close — Range —
Q1 2024
Shares 4,953 Value ($000) $2,756 Avg Close — Range —
Q4 2023
Shares 4,997 Value ($000) $2,535 Avg Close — Range —
Q3 2023
Shares 4,996 Value ($000) $2,281 Avg Close — Range —
Q2 2023
Shares 4,500 Value ($000) $2,155 Avg Close — Range —
Q1 2023
Shares 4,613 Value ($000) $2,115 Avg Close — Range —
Q4 2022
Shares 4,846 Value ($000) $2,146 Avg Close — Range —
Q3 2022
Shares 5,164 Value ($000) $2,074 Avg Close — Range —
Q2 2022
Shares 5,193 Value ($000) $2,147 Avg Close — Range —
Q1 2022
Shares 5,491 Value ($000) $2,693 Avg Close — Range —
Q4 2021
Shares 5,491 Value ($000) $2,843 Avg Close — Range —
Q3 2021
Shares 5,558 Value ($000) $2,673 Avg Close — Range —
Q2 2021
Shares 5,567 Value ($000) $2,734 Avg Close — Range —
Q4 2020
Shares 5,980 Value ($000) $2,511 Avg Close — Range —
Q3 2020
Shares 6,317 Value ($000) $2,141 Avg Close — Range —