VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 6,698 Value ($000) $418 Avg Close — Range —
Q3 2025
Shares 6,698 Value ($000) $401 Avg Close — Range —
Q2 2025
Shares 6,698 Value ($000) $382 Avg Close — Range —
Q1 2025
Shares 6,698 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 6,698 Value ($000) $320 Avg Close — Range —
Q3 2024
Shares 6,698 Value ($000) $354 Avg Close — Range —
Q2 2024
Shares 6,698 Value ($000) $331 Avg Close — Range —
Q1 2024
Shares 49,700 Value ($000) $2,486 Avg Close — Range —
Q4 2023
Shares 8,200 Value ($000) $393 Avg Close — Range —
Q3 2023
Shares 8,200 Value ($000) $370 Avg Close — Range —
Q2 2023
Shares 56,765 Value ($000) $2,704 Avg Close — Range —
Q4 2022
Shares 8,200 Value ($000) $344 Avg Close — Range —
Q3 2022
Shares 8,200 Value ($000) $298 Avg Close — Range —