VANGUARD SCOTTSDALE FDS

Ticker: VGSH CUSIP: 92206C102 Class: SHORT TERM TREAS

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

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

Q1 2025
Shares 4,555 Value ($000) $267 Avg Close — Range —
Q4 2024
Shares 614,056 Value ($000) $32,694 Avg Close — Range —
Q3 2024
Shares 5,400 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 5,335 Value ($000) $309 Avg Close — Range —
Q1 2024
Shares 11,264 Value ($000) $654 Avg Close — Range —
Q4 2023
Shares 11,990 Value ($000) $699 Avg Close — Range —
Q3 2023
Shares 11,920 Value ($000) $687 Avg Close — Range —
Q2 2023
Shares 11,845 Value ($000) $684 Avg Close — Range —
Q1 2023
Shares 12,124 Value ($000) $710 Avg Close — Range —