VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 38,447 Value ($000) $10,732 Avg Close — Range —
Q3 2025
Shares 38,407 Value ($000) $11,284 Avg Close — Range —
Q2 2025
Shares 39,020 Value ($000) $11,097 Avg Close — Range —
Q1 2025
Shares 39,452 Value ($000) $9,652 Avg Close — Range —
Q4 2024
Shares 773,562 Value ($000) $200,078 Avg Close — Range —
Q3 2024
Shares 40,253 Value ($000) $9,800 Avg Close — Range —
Q2 2024
Shares 40,820 Value ($000) $9,371 Avg Close — Range —
Q1 2024
Shares 40,950 Value ($000) $9,656 Avg Close — Range —
Q4 2023
Shares 41,722 Value ($000) $9,161 Avg Close — Range —
Q3 2023
Shares 42,593 Value ($000) $8,296 Avg Close — Range —
Q2 2023
Shares 42,883 Value ($000) $8,824 Avg Close — Range —
Q1 2023
Shares 61,691 Value ($000) $12,023 Avg Close — Range —
Q4 2022
Shares 62,180 Value ($000) $11,177 Avg Close — Range —
Q3 2022
Shares 62,984 Value ($000) $10,741 Avg Close — Range —
Q2 2022
Shares 62,932 Value ($000) $11,037 Avg Close — Range —
Q1 2022
Shares 64,750 Value ($000) $14,427 Avg Close — Range —
Q4 2021
Shares 65,087 Value ($000) $16,573 Avg Close — Range —
Q3 2021
Shares 66,355 Value ($000) $15,680 Avg Close — Range —
Q2 2021
Shares 67,819 Value ($000) $16,029 Avg Close — Range —
Q1 2021
Shares 239,987 Value ($000) $52,278 Avg Close — Range —
Q4 2020
Shares 73,117 Value ($000) $15,506 Avg Close — Range —
Q3 2020
Shares 74,397 Value ($000) $13,402 Avg Close — Range —
Q2 2020
Shares 78,913 Value ($000) $13,027 Avg Close — Range —
Q1 2020
Shares 81,336 Value ($000) $10,304 Avg Close — Range —
Q4 2019
Shares 99,109 Value ($000) $15,736 Avg Close — Range —
Q3 2019
Shares 99,608 Value ($000) $14,753 Avg Close — Range —
Q2 2019
Shares 94,852 Value ($000) $14,162 Avg Close — Range —