VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

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

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

Q4 2025
Shares 13,972 Value ($000) $1,035 Avg Close Range
Q3 2025
Shares 14,449 Value ($000) $1,075 Avg Close Range
Q2 2025
Shares 22,834 Value ($000) $1,681 Avg Close Range
Q1 2025
Shares 38,460 Value ($000) $2,825 Avg Close Range
Q3 2024
Shares 89,939 Value ($000) $6,755 Avg Close Range
Q2 2024
Shares 119,821 Value ($000) $8,633 Avg Close Range
Q1 2024
Shares 120,610 Value ($000) $8,760 Avg Close Range
Q4 2023
Shares 122,934 Value ($000) $9,042 Avg Close Range
Q3 2023
Shares 113,807 Value ($000) $7,941 Avg Close Range
Q2 2023
Shares 98,386 Value ($000) $7,152 Avg Close Range
Q1 2023
Shares 86,190 Value ($000) $6,363 Avg Close Range
Q2 2022
Shares 9,909 Value ($000) $746 Avg Close Range
Q4 2020
Shares 2,615 Value ($000) $231 Avg Close Range
Q3 2020
Shares 2,872 Value ($000) $253 Avg Close Range
Q2 2020
Shares 2,354 Value ($000) $208 Avg Close Range
Q1 2020
Shares 2,341 Value ($000) $200 Avg Close Range
Q4 2019
Shares 2,805 Value ($000) $235 Avg Close Range
Q3 2019
Shares 2,811 Value ($000) $237 Avg Close Range
Q2 2019
Shares 2,795 Value ($000) $232 Avg Close Range
Q1 2019
Shares 2,546 Value ($000) $207 Avg Close Range
Q4 2018
Shares 4,201 Value ($000) $333 Avg Close Range
Q3 2018
Shares 7,403 Value ($000) $580 Avg Close Range
Q2 2018
Shares 10,258 Value ($000) $810 Avg Close Range
Q1 2018
Shares 8,342 Value ($000) $665 Avg Close Range
Q4 2017
Shares 93,467 Value ($000) $7,596 Avg Close Range
Q3 2017
Shares 8,993 Value ($000) $735 Avg Close Range
Q2 2017
Shares 10,150 Value ($000) $826 Avg Close Range
Q1 2017
Shares 16,501 Value ($000) $1,340 Avg Close Range
Q3 2016
Shares 16,227 Value ($000) $1,357 Avg Close Range