VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 21,191 Value ($000) $3,041 Avg Close — Range —
Q3 2025
Shares 21,191 Value ($000) $2,987 Avg Close — Range —
Q2 2025
Shares 21,191 Value ($000) $2,825 Avg Close — Range —
Q1 2025
Shares 21,342 Value ($000) $2,752 Avg Close — Range —
Q4 2024
Shares 21,342 Value ($000) $2,723 Avg Close — Range —
Q3 2024
Shares 21,342 Value ($000) $2,736 Avg Close — Range —
Q2 2024
Shares 22,380 Value ($000) $2,654 Avg Close — Range —
Q1 2024
Shares 24,861 Value ($000) $3,008 Avg Close — Range —
Q4 2023
Shares 24,822 Value ($000) $2,771 Avg Close — Range —
Q3 2023
Shares 21,638 Value ($000) $2,236 Avg Close — Range —
Q2 2023
Shares 21,988 Value ($000) $2,332 Avg Close — Range —
Q1 2023
Shares 21,981 Value ($000) $2,319 Avg Close — Range —
Q4 2022
Shares 12,857 Value ($000) $1,391 Avg Close — Range —
Q3 2022
Shares 12,861 Value ($000) $1,220 Avg Close — Range —
Q2 2022
Shares 13,092 Value ($000) $1,331 Avg Close — Range —
Q1 2022
Shares 14,093 Value ($000) $1,582 Avg Close — Range —
Q4 2021
Shares 14,709 Value ($000) $1,649 Avg Close — Range —
Q3 2021
Shares 17,301 Value ($000) $1,788 Avg Close — Range —
Q2 2021
Shares 17,153 Value ($000) $1,797 Avg Close — Range —
Q1 2021
Shares 18,653 Value ($000) $1,886 Avg Close — Range —
Q4 2020
Shares 18,653 Value ($000) $1,707 Avg Close — Range —
Q3 2020
Shares 19,113 Value ($000) $1,547 Avg Close — Range —
Q2 2020
Shares 22,048 Value ($000) $1,737 Avg Close — Range —
Q1 2020
Shares 37,735 Value ($000) $2,670 Avg Close — Range —
Q4 2019
Shares 39,740 Value ($000) $3,724 Avg Close — Range —
Q3 2019
Shares 42,448 Value ($000) $3,766 Avg Close — Range —
Q2 2019
Shares 43,403 Value ($000) $3,793 Avg Close — Range —