ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 6,141 Value ($000) $476 Avg Close — Range —
Q3 2025
Shares 6,141 Value ($000) $471 Avg Close — Range —
Q2 2025
Shares 6,141 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 4,508 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 13,052 Value ($000) $884 Avg Close — Range —
Q1 2024
Shares 189,564 Value ($000) $11,977 Avg Close — Range —