SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 685 Value ($000) $415 Avg Close — Range —
Q3 2025
Shares 629 Value ($000) $376 Avg Close — Range —
Q2 2025
Shares 629 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 629 Value ($000) $336 Avg Close — Range —
Q4 2024
Shares 629 Value ($000) $360 Avg Close — Range —
Q3 2024
Shares 629 Value ($000) $359 Avg Close — Range —
Q2 2024
Shares 629 Value ($000) $338 Avg Close — Range —
Q1 2024
Shares 629 Value ($000) $343 Avg Close — Range —
Q4 2023
Shares 629 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 629 Value ($000) $291 Avg Close — Range —
Q2 2023
Shares 629 Value ($000) $312 Avg Close — Range —
Q1 2023
Shares 629 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 629 Value ($000) $280 Avg Close — Range —
Q3 2022
Shares 629 Value ($000) $254 Avg Close — Range —
Q2 2022
Shares 629 Value ($000) $261 Avg Close — Range —