VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

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

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

Q4 2025
Shares 7,547 Value ($000) $913 Avg Close — Range —
Q3 2025
Shares 7,547 Value ($000) $894 Avg Close — Range —
Q2 2025
Shares 7,845 Value ($000) $860 Avg Close — Range —
Q1 2025
Shares 7,845 Value ($000) $768 Avg Close — Range —
Q4 2024
Shares 7,845 Value ($000) $823 Avg Close — Range —
Q3 2024
Shares 7,910 Value ($000) $804 Avg Close — Range —
Q2 2024
Shares 7,910 Value ($000) $764 Avg Close — Range —
Q1 2024
Shares 7,910 Value ($000) $725 Avg Close — Range —
Q4 2023
Shares 7,910 Value ($000) $673 Avg Close — Range —
Q3 2023
Shares 8,063 Value ($000) $640 Avg Close — Range —
Q2 2023
Shares 9,226 Value ($000) $747 Avg Close — Range —
Q4 2022
Shares 9,226 Value ($000) $608 Avg Close — Range —
Q3 2022
Shares 9,284 Value ($000) $584 Avg Close — Range —
Q2 2022
Shares 9,284 Value ($000) $616 Avg Close — Range —