VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

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

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

Q4 2025
Shares 93,589 Value ($000) $8,282 Avg Close — Range —
Q3 2025
Shares 97,606 Value ($000) $8,923 Avg Close — Range —
Q2 2025
Shares 108,257 Value ($000) $9,641 Avg Close — Range —
Q1 2025
Shares 112,085 Value ($000) $10,148 Avg Close — Range —
Q3 2024
Shares 100,787 Value ($000) $9,819 Avg Close — Range —
Q2 2024
Shares 100,770 Value ($000) $8,441 Avg Close — Range —
Q1 2024
Shares 97,939 Value ($000) $8,470 Avg Close — Range —
Q4 2023
Shares 98,409 Value ($000) $8,695 Avg Close — Range —
Q3 2023
Shares 31,942 Value ($000) $2,417 Avg Close — Range —
Q2 2023
Shares 19,250 Value ($000) $1,609 Avg Close — Range —
Q1 2023
Shares 18,110 Value ($000) $1,504 Avg Close — Range —
Q4 2022
Shares 10,202 Value ($000) $841 Avg Close — Range —
Q3 2022
Shares 7,251 Value ($000) $581 Avg Close — Range —
Q2 2022
Shares 4,060 Value ($000) $370 Avg Close — Range —
Q1 2022
Shares 4,558 Value ($000) $494 Avg Close — Range —
Q4 2021
Shares 4,659 Value ($000) $541 Avg Close — Range —
Q3 2021
Shares 5,593 Value ($000) $569 Avg Close — Range —
Q2 2021
Shares 6,385 Value ($000) $650 Avg Close — Range —
Q1 2021
Shares 7,888 Value ($000) $725 Avg Close — Range —
Q4 2020
Shares 10,061 Value ($000) $854 Avg Close — Range —
Q3 2020
Shares 14,534 Value ($000) $1,148 Avg Close — Range —
Q4 2019
Shares 3,740 Value ($000) $347 Avg Close — Range —