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CUSIP: N5749R100 Class: Common Stock

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

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

Q3 2025
Shares 33,343 Value ($000) $3,139 Avg Close — Range —
Q2 2025
Shares 33,343 Value ($000) $1,754 Avg Close — Range —
Q1 2025
Shares 26,918 Value ($000) $1,133 Avg Close — Range —
Q4 2024
Shares 26,918 Value ($000) $1,132 Avg Close — Range —
Q3 2024
Shares 26,918 Value ($000) $1,345 Avg Close — Range —
Q2 2024
Shares 26,918 Value ($000) $1,593 Avg Close — Range —