VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 116,771 Value ($000) $39,150 Avg Close — Range —
Q3 2025
Shares 72,762 Value ($000) $23,878 Avg Close — Range —
Q2 2025
Shares 75,286 Value ($000) $22,882 Avg Close — Range —
Q1 2025
Shares 78,043 Value ($000) $21,449 Avg Close — Range —
Q3 2024
Shares 80,591 Value ($000) $22,820 Avg Close — Range —
Q2 2024
Shares 82,501 Value ($000) $22,070 Avg Close — Range —
Q1 2024
Shares 85,141 Value ($000) $22,128 Avg Close — Range —
Q4 2023
Shares 85,726 Value ($000) $20,336 Avg Close — Range —
Q3 2023
Shares 87,700 Value ($000) $18,628 Avg Close — Range —
Q2 2023
Shares 88,885 Value ($000) $19,580 Avg Close — Range —
Q1 2023
Shares 87,641 Value ($000) $17,888 Avg Close — Range —
Q4 2022
Shares 45,253 Value ($000) $8,652 Avg Close — Range —
Q3 2022
Shares 45,660 Value ($000) $8,195 Avg Close — Range —
Q2 2022
Shares 45,695 Value ($000) $8,619 Avg Close — Range —
Q1 2022
Shares 45,840 Value ($000) $10,436 Avg Close — Range —
Q4 2021
Shares 45,583 Value ($000) $11,005 Avg Close — Range —
Q3 2021
Shares 45,971 Value ($000) $10,208 Avg Close — Range —
Q2 2021
Shares 45,873 Value ($000) $10,221 Avg Close — Range —
Q1 2021
Shares 50,319 Value ($000) $10,040 Avg Close — Range —
Q4 2020
Shares 47,609 Value ($000) $9,233 Avg Close — Range —
Q3 2020
Shares 47,959 Value ($000) $8,168 Avg Close — Range —
Q2 2020
Shares 51,600 Value ($000) $8,056 Avg Close — Range —
Q1 2020
Shares 51,194 Value ($000) $6,599 Avg Close — Range —
Q4 2019
Shares 51,646 Value ($000) $8,450 Avg Close — Range —
Q3 2019
Shares 53,783 Value ($000) $8,121 Avg Close — Range —
Q2 2019
Shares 53,968 Value ($000) $8,100 Avg Close — Range —
Q1 2019
Shares 27,920 Value ($000) $4,040 Avg Close — Range —
Q4 2018
Shares 27,857 Value ($000) $3,555 Avg Close — Range —
Q3 2018
Shares 27,615 Value ($000) $4,139 Avg Close — Range —
Q2 2018
Shares 28,229 Value ($000) $3,974 Avg Close — Range —
Q1 2018
Shares 28,082 Value ($000) $3,725 Avg Close — Range —
Q4 2017
Shares 30,063 Value ($000) $4,230 Avg Close — Range —
Q3 2017
Shares 29,987 Value ($000) $3,926 Avg Close — Range —
Q2 2017
Shares 32,901 Value ($000) $4,100 Avg Close — Range —
Q1 2017
Shares 32,721 Value ($000) $3,946 Avg Close — Range —
Q4 2016
Shares 32,301 Value ($000) $3,787 Avg Close — Range —
Q3 2016
Shares 32,178 Value ($000) $3,555 Avg Close — Range —