VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

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

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

Q4 2025
Shares 86,318 Value ($000) $18,971 Avg Close — Range —
Q3 2025
Shares 86,621 Value ($000) $18,744 Avg Close — Range —
Q2 2025
Shares 86,144 Value ($000) $17,660 Avg Close — Range —
Q1 2025
Shares 86,278 Value ($000) $16,737 Avg Close — Range —
Q4 2024
Shares 85,917 Value ($000) $16,825 Avg Close — Range —
Q3 2024
Shares 85,665 Value ($000) $16,994 Avg Close — Range —
Q2 2024
Shares 33,053 Value ($000) $6,064 Avg Close — Range —
Q1 2024
Shares 108,560 Value ($000) $19,413 Avg Close — Range —
Q4 2023
Shares 37,820 Value ($000) $6,445 Avg Close — Range —
Q3 2023
Shares 38,603 Value ($000) $6,236 Avg Close — Range —
Q2 2023
Shares 73,426 Value ($000) $12,198 Avg Close — Range —
Q1 2023
Shares 125,252 Value ($000) $19 Avg Close — Range —
Q4 2022
Shares 37,641 Value ($000) $5,720 Avg Close — Range —
Q3 2022
Shares 37,655 Value ($000) $5,089 Avg Close — Range —
Q2 2022
Shares 37,655 Value ($000) $5,402 Avg Close — Range —