VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

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

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

Q4 2025
Shares 52,802 Value ($000) $4,161 Avg Close — Range —
Q3 2025
Shares 61,887 Value ($000) $4,883 Avg Close — Range —
Q2 2025
Shares 75,414 Value ($000) $5,935 Avg Close — Range —
Q1 2025
Shares 93,053 Value ($000) $7,284 Avg Close — Range —
Q4 2024
Shares 239,289 Value ($000) $18,000 Avg Close — Range —
Q3 2024
Shares 116,725 Value ($000) $9,185 Avg Close — Range —
Q2 2024
Shares 132,424 Value ($000) $10,157 Avg Close — Range —
Q1 2024
Shares 135,726 Value ($000) $10,406 Avg Close — Range —
Q4 2023
Shares 156,260 Value ($000) $12,035 Avg Close — Range —
Q3 2023
Shares 174,113 Value ($000) $13,088 Avg Close — Range —
Q2 2023
Shares 177,469 Value ($000) $13,411 Avg Close — Range —
Q1 2023
Shares 178,886 Value ($000) $13,683 Avg Close — Range —
Q3 2022
Shares 6,585 Value ($000) $493 Avg Close — Range —
Q2 2022
Shares 6,840 Value ($000) $525 Avg Close — Range —
Q1 2022
Shares 7,745 Value ($000) $603 Avg Close — Range —
Q4 2021
Shares 6,967 Value ($000) $563 Avg Close — Range —
Q3 2021
Shares 7,100 Value ($000) $582 Avg Close — Range —
Q2 2021
Shares 7,080 Value ($000) $582 Avg Close — Range —
Q1 2021
Shares 8,354 Value ($000) $687 Avg Close — Range —
Q4 2020
Shares 8,061 Value ($000) $668 Avg Close — Range —
Q3 2020
Shares 8,232 Value ($000) $684 Avg Close — Range —
Q2 2020
Shares 8,223 Value ($000) $684 Avg Close — Range —
Q1 2020
Shares 8,354 Value ($000) $687 Avg Close — Range —
Q4 2019
Shares 8,998 Value ($000) $725 Avg Close — Range —
Q3 2019
Shares 9,108 Value ($000) $736 Avg Close — Range —
Q2 2019
Shares 8,157 Value ($000) $657 Avg Close — Range —
Q1 2019
Shares 6,467 Value ($000) $515 Avg Close — Range —
Q4 2018
Shares 6,462 Value ($000) $508 Avg Close — Range —
Q3 2018
Shares 9,071 Value ($000) $706 Avg Close — Range —
Q2 2018
Shares 10,431 Value ($000) $814 Avg Close — Range —
Q1 2018
Shares 13,431 Value ($000) $1,052 Avg Close — Range —
Q4 2017
Shares 18,953 Value ($000) $1,497 Avg Close — Range —
Q3 2017
Shares 14,235 Value ($000) $1,135 Avg Close — Range —
Q2 2017
Shares 17,272 Value ($000) $1,377 Avg Close — Range —
Q1 2017
Shares 21,694 Value ($000) $1,730 Avg Close — Range —
Q4 2016
Shares 8,334 Value ($000) $663 Avg Close — Range —
Q3 2016
Shares 2,739 Value ($000) $221 Avg Close — Range —