VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 40,336 Value ($000) $25,296 Avg Close — Range —
Q3 2025
Shares 40,381 Value ($000) $24,799 Avg Close — Range —
Q2 2025
Shares 40,521 Value ($000) $23,088 Avg Close — Range —
Q1 2025
Shares 42,779 Value ($000) $21,985 Avg Close — Range —
Q4 2024
Shares 42,956 Value ($000) $23,145 Avg Close — Range —
Q3 2024
Shares 45,205 Value ($000) $23,927 Avg Close — Range —
Q2 2024
Shares 45,231 Value ($000) $22,702 Avg Close — Range —
Q1 2024
Shares 50,201 Value ($000) $23,866 Avg Close — Range —
Q4 2023
Shares 56,516 Value ($000) $24,686 Avg Close — Range —
Q3 2023
Shares 56,516 Value ($000) $23,297 Avg Close — Range —
Q2 2023
Shares 61,533 Value ($000) $25,836 Avg Close — Range —
Q1 2023
Shares 57,140 Value ($000) $21 Avg Close — Range —
Q4 2022
Shares 54,385 Value ($000) $19,116 Avg Close — Range —
Q3 2022
Shares 54,385 Value ($000) $17,934 Avg Close — Range —
Q2 2022
Shares 54,385 Value ($000) $18,943 Avg Close — Range —