VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 212,194 Value ($000) $61,583 Avg Close — Range —
Q3 2025
Shares 218,249 Value ($000) $64,108 Avg Close — Range —
Q2 2025
Shares 228,910 Value ($000) $64,056 Avg Close — Range —
Q1 2025
Shares 203,799 Value ($000) $52,706 Avg Close — Range —
Q3 2024
Shares 202,256 Value ($000) $53,361 Avg Close — Range —
Q2 2024
Shares 202,349 Value ($000) $48,989 Avg Close — Range —
Q1 2024
Shares 203,282 Value ($000) $50,792 Avg Close — Range —
Q4 2023
Shares 205,545 Value ($000) $47,818 Avg Close — Range —
Q3 2023
Shares 190,980 Value ($000) $39,770 Avg Close — Range —
Q2 2023
Shares 195,933 Value ($000) $43,137 Avg Close — Range —
Q1 2023
Shares 185,822 Value ($000) $39,194 Avg Close — Range —
Q4 2022
Shares 167,300 Value ($000) $34,098 Avg Close — Range —
Q3 2022
Shares 168,481 Value ($000) $31,671 Avg Close — Range —
Q2 2022
Shares 160,416 Value ($000) $31,597 Avg Close — Range —
Q1 2022
Shares 157,628 Value ($000) $37,490 Avg Close — Range —
Q4 2021
Shares 161,037 Value ($000) $41,027 Avg Close — Range —
Q3 2021
Shares 158,659 Value ($000) $37,564 Avg Close — Range —
Q2 2021
Shares 159,773 Value ($000) $37,922 Avg Close — Range —
Q4 2020
Shares 163,467 Value ($000) $33,800 Avg Close — Range —
Q3 2020
Shares 163,413 Value ($000) $28,803 Avg Close — Range —
Q2 2020
Shares 164,276 Value ($000) $26,927 Avg Close — Range —
Q1 2020
Shares 161,524 Value ($000) $21,265 Avg Close — Range —
Q4 2019
Shares 20,982 Value ($000) $3,739 Avg Close — Range —
Q3 2019
Shares 21,289 Value ($000) $3,568 Avg Close — Range —
Q2 2019
Shares 21,313 Value ($000) $3,563 Avg Close — Range —
Q1 2019
Shares 20,663 Value ($000) $3,322 Avg Close — Range —
Q4 2018
Shares 22,693 Value ($000) $3,136 Avg Close — Range —
Q3 2018
Shares 23,238 Value ($000) $3,806 Avg Close — Range —
Q2 2018
Shares 23,318 Value ($000) $3,678 Avg Close — Range —
Q1 2018
Shares 23,316 Value ($000) $3,514 Avg Close — Range —
Q4 2017
Shares 23,315 Value ($000) $3,699 Avg Close — Range —
Q3 2017
Shares 23,397 Value ($000) $3,465 Avg Close — Range —
Q2 2017
Shares 23,595 Value ($000) $3,368 Avg Close — Range —
Q1 2017
Shares 23,744 Value ($000) $3,272 Avg Close — Range —
Q4 2016
Shares 23,770 Value ($000) $3,190 Avg Close — Range —
Q3 2016
Shares 23,008 Value ($000) $2,944 Avg Close — Range —