VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 1,177 Value ($000) $329 Avg Close — Range —
Q3 2025
Shares 1,177 Value ($000) $346 Avg Close — Range —
Q2 2025
Shares 1,177 Value ($000) $335 Avg Close — Range —
Q1 2025
Shares 1,177 Value ($000) $288 Avg Close — Range —
Q4 2024
Shares 1,177 Value ($000) $299 Avg Close — Range —
Q3 2024
Shares 1,177 Value ($000) $287 Avg Close — Range —
Q2 2024
Shares 1,177 Value ($000) $271 Avg Close — Range —
Q4 2023
Shares 1,177 Value ($000) $258 Avg Close — Range —
Q3 2023
Shares 1,177 Value ($000) $234 Avg Close — Range —
Q2 2023
Shares 1,177 Value ($000) $249 Avg Close — Range —
Q1 2023
Shares 1,980 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,177 Value ($000) $212 Avg Close — Range —
Q3 2022
Shares 1,177 Value ($000) $201 Avg Close — Range —
Q2 2022
Shares 1,177 Value ($000) $206 Avg Close — Range —