VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

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

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

Q4 2025
Shares 7,000 Value ($000) $5,276 Avg Close — Range —
Q3 2025
Shares 4,628 Value ($000) $3,455 Avg Close — Range —
Q2 2025
Shares 591 Value ($000) $392 Avg Close — Range —
Q1 2025
Shares 438 Value ($000) $238 Avg Close — Range —
Q3 2024
Shares 376 Value ($000) $221 Avg Close — Range —
Q2 2024
Shares 376 Value ($000) $217 Avg Close — Range —