ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 12,064 Value ($000) $1,079 Avg Close — Range —
Q3 2025
Shares 11,352 Value ($000) $991 Avg Close — Range —
Q2 2025
Shares 11,573 Value ($000) $966 Avg Close — Range —
Q1 2025
Shares 11,139 Value ($000) $843 Avg Close — Range —
Q4 2024
Shares 11,253 Value ($000) $791 Avg Close — Range —
Q3 2024
Shares 11,332 Value ($000) $884 Avg Close — Range —
Q2 2024
Shares 11,896 Value ($000) $864 Avg Close — Range —
Q1 2024
Shares 24,777 Value ($000) $1,835 Avg Close — Range —
Q4 2023
Shares 12,750 Value ($000) $897 Avg Close — Range —
Q3 2023
Shares 13,190 Value ($000) $874 Avg Close — Range —
Q1 2023
Shares 13,092 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 13,092 Value ($000) $809 Avg Close — Range —
Q3 2022
Shares 15,692 Value ($000) $826 Avg Close — Range —
Q2 2022
Shares 15,692 Value ($000) $923 Avg Close — Range —