SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

CJM Wealth Advisers, Ltd.'s Holding History (CIK: 0001992748)

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

Q4 2025
Shares 711 Value ($000) $485 Avg Close — Range —
Q3 2025
Shares 837 Value ($000) $558 Avg Close — Range —
Q2 2025
Shares 837 Value ($000) $517 Avg Close — Range —
Q1 2025
Shares 836 Value ($000) $467 Avg Close — Range —
Q4 2024
Shares 853 Value ($000) $500 Avg Close — Range —
Q3 2024
Shares 852 Value ($000) $489 Avg Close — Range —
Q2 2024
Shares 761 Value ($000) $415 Avg Close — Range —
Q1 2024
Shares 660 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 664 Value ($000) $316 Avg Close — Range —
Q3 2023
Shares 632 Value ($000) $270 Avg Close — Range —
Q1 2023
Shares 548 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 547 Value ($000) $209 Avg Close — Range —
Q2 2022
Shares 544 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 543 Value ($000) $245 Avg Close — Range —
Q4 2021
Shares 542 Value ($000) $257 Avg Close — Range —