ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 39,461 Value ($000) $27,028 Avg Close — Range —
Q3 2025
Shares 36,551 Value ($000) $24,464 Avg Close — Range —
Q2 2025
Shares 22,974 Value ($000) $14,265 Avg Close — Range —
Q1 2025
Shares 13,863 Value ($000) $7,790 Avg Close — Range —
Q4 2024
Shares 11,031 Value ($000) $6,494 Avg Close — Range —
Q3 2024
Shares 10,298 Value ($000) $5,940 Avg Close — Range —
Q2 2024
Shares 8,629 Value ($000) $4,722 Avg Close — Range —
Q1 2024
Shares 8,954 Value ($000) $4,655 Avg Close — Range —
Q4 2023
Shares 9,875 Value ($000) $4,717 Avg Close — Range —
Q3 2023
Shares 9,875 Value ($000) $4,452 Avg Close — Range —
Q2 2023
Shares 8,403 Value ($000) $3,859 Avg Close — Range —
Q4 2022
Shares 6,940 Value ($000) $2,666 Avg Close — Range —
Q3 2022
Shares 6,940 Value ($000) $2,489 Avg Close — Range —
Q2 2022
Shares 6,998 Value ($000) $2,653 Avg Close — Range —