VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

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

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

Q4 2025
Shares 10,683 Value ($000) $3,228 Avg Close — Range —
Q3 2025
Shares 10,683 Value ($000) $3,180 Avg Close — Range —
Q2 2025
Shares 10,773 Value ($000) $2,984 Avg Close — Range —
Q1 2025
Shares 10,492 Value ($000) $2,642 Avg Close — Range —
Q3 2024
Shares 10,752 Value ($000) $2,875 Avg Close — Range —
Q2 2024
Shares 11,113 Value ($000) $2,780 Avg Close — Range —
Q1 2024
Shares 11,145 Value ($000) $2,906 Avg Close — Range —
Q4 2023
Shares 11,424 Value ($000) $2,762 Avg Close — Range —
Q3 2023
Shares 11,429 Value ($000) $2,448 Avg Close — Range —
Q2 2023
Shares 11,539 Value ($000) $2,651 Avg Close — Range —
Q1 2023
Shares 18,070 Value ($000) $3,911 Avg Close — Range —
Q4 2022
Shares 23,504 Value ($000) $4,714 Avg Close — Range —
Q3 2022
Shares 23,541 Value ($000) $4,594 Avg Close — Range —
Q2 2022
Shares 24,415 Value ($000) $4,811 Avg Close — Range —
Q1 2022
Shares 25,122 Value ($000) $6,234 Avg Close — Range —
Q4 2021
Shares 26,231 Value ($000) $7,392 Avg Close — Range —
Q3 2021
Shares 26,721 Value ($000) $7,486 Avg Close — Range —
Q2 2021
Shares 27,410 Value ($000) $7,943 Avg Close — Range —
Q3 2020
Shares 29,405 Value ($000) $6,320 Avg Close — Range —
Q1 2020
Shares 32,079 Value ($000) $4,821 Avg Close — Range —
Q4 2019
Shares 35,518 Value ($000) $7,057 Avg Close — Range —
Q3 2019
Shares 36,079 Value ($000) $6,568 Avg Close — Range —
Q2 2019
Shares 35,424 Value ($000) $6,596 Avg Close — Range —