VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

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

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

Q4 2025
Shares 12,646 Value ($000) $985 Avg Close — Range —
Q3 2025
Shares 15,874 Value ($000) $1,240 Avg Close — Range —
Q2 2025
Shares 25,866 Value ($000) $2,001 Avg Close — Range —
Q1 2025
Shares 52,758 Value ($000) $4,040 Avg Close — Range —
Q3 2024
Shares 74,414 Value ($000) $5,832 Avg Close — Range —
Q2 2024
Shares 86,833 Value ($000) $6,503 Avg Close — Range —
Q1 2024
Shares 97,127 Value ($000) $7,323 Avg Close — Range —
Q4 2023
Shares 100,361 Value ($000) $7,666 Avg Close — Range —