SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

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

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

Q4 2025
Shares 109,149 Value ($000) $52,540 Avg Close — Range —
Q3 2025
Shares 110,694 Value ($000) $51,444 Avg Close — Range —
Q2 2025
Shares 111,540 Value ($000) $49,252 Avg Close — Range —
Q1 2025
Shares 112,941 Value ($000) $47,491 Avg Close — Range —
Q4 2024
Shares 114,268 Value ($000) $48,728 Avg Close — Range —
Q3 2024
Shares 135,116 Value ($000) $57,305 Avg Close — Range —
Q2 2024
Shares 108,684 Value ($000) $42,604 Avg Close — Range —
Q1 2024
Shares 135,440 Value ($000) $52,678 Avg Close — Range —
Q4 2023
Shares 109,370 Value ($000) $41,309 Avg Close — Range —
Q3 2023
Shares 109,584 Value ($000) $38,181 Avg Close — Range —
Q2 2023
Shares 86,381 Value ($000) $30,643 Avg Close — Range —
Q1 2023
Shares 136,825 Value ($000) $46 Avg Close — Range —
Q4 2022
Shares 116,462 Value ($000) $38,676 Avg Close — Range —
Q3 2022
Shares 122,327 Value ($000) $35,246 Avg Close — Range —
Q2 2022
Shares 124,054 Value ($000) $7,406 Avg Close — Range —