SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 11,406 Value ($000) $625 Avg Close — Range —
Q3 2025
Shares 10,406 Value ($000) $561 Avg Close — Range —
Q1 2025
Shares 14,228 Value ($000) $709 Avg Close — Range —
Q3 2024
Shares 15,971 Value ($000) $724 Avg Close — Range —
Q2 2024
Shares 17,692 Value ($000) $727 Avg Close — Range —
Q1 2024
Shares 17,690 Value ($000) $745 Avg Close — Range —
Q4 2023
Shares 17,687 Value ($000) $665 Avg Close — Range —
Q3 2023
Shares 17,683 Value ($000) $587 Avg Close — Range —
Q2 2023
Shares 16,727 Value ($000) $564 Avg Close — Range —
Q1 2023
Shares 17,511 Value ($000) $563 Avg Close — Range —
Q1 2021
Shares 13,568 Value ($000) $462 Avg Close — Range —
Q4 2020
Shares 12,205 Value ($000) $360 Avg Close — Range —
Q3 2020
Shares 13,125 Value ($000) $316 Avg Close — Range —