SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 8,763 Value ($000) $374 Avg Close — Range —
Q3 2025
Shares 4,272 Value ($000) $373 Avg Close — Range —
Q2 2025
Shares 14,374 Value ($000) $753 Avg Close — Range —
Q1 2025
Shares 3,687 Value ($000) $291 Avg Close — Range —
Q4 2024
Shares 26,220 Value ($000) $1,610 Avg Close — Range —
Q3 2024
Shares 7,500 Value ($000) $606 Avg Close — Range —
Q2 2024
Shares 7,500 Value ($000) $511 Avg Close — Range —
Q1 2024
Shares 7,500 Value ($000) $492 Avg Close — Range —
Q4 2023
Shares 7,500 Value ($000) $475 Avg Close — Range —