SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

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

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

Q4 2025
Shares 4,174 Value ($000) $2,855 Avg Close — Range —
Q3 2025
Shares 3,394 Value ($000) $2,267 Avg Close — Range —
Q2 2025
Shares 3,394 Value ($000) $2,103 Avg Close — Range —
Q1 2024
Shares 8,166 Value ($000) $4,223 Avg Close — Range —