ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 22,424 Value ($000) $2,695 Avg Close — Range —
Q3 2025
Shares 20,948 Value ($000) $2,489 Avg Close — Range —
Q2 2025
Shares 20,730 Value ($000) $2,266 Avg Close — Range —
Q1 2025
Shares 22,797 Value ($000) $2,384 Avg Close — Range —
Q4 2024
Shares 22,722 Value ($000) $2,618 Avg Close — Range —
Q3 2024
Shares 22,607 Value ($000) $2,644 Avg Close — Range —
Q2 2024
Shares 18,040 Value ($000) $1,924 Avg Close — Range —
Q1 2024
Shares 54,132 Value ($000) $5,880 Avg Close — Range —
Q4 2023
Shares 25,068 Value ($000) $2,714 Avg Close — Range —
Q3 2023
Shares 24,978 Value ($000) $2,408 Avg Close — Range —
Q2 2023
Shares 17,914 Value ($000) $1,867 Avg Close — Range —
Q1 2023
Shares 25,069 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 17,823 Value ($000) $1,687 Avg Close — Range —
Q3 2022
Shares 1,558,521 Value ($000) $1,559 Avg Close — Range —
Q2 2022
Shares 26,079 Value ($000) $2,410 Avg Close — Range —