VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,926 Value ($000) $408 Avg Close — Range —
Q3 2025
Shares 1,926 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 1,926 Value ($000) $377 Avg Close — Range —
Q1 2025
Shares 1,711 Value ($000) $319 Avg Close — Range —
Q4 2024
Shares 1,711 Value ($000) $339 Avg Close — Range —
Q3 2024
Shares 1,711 Value ($000) $344 Avg Close — Range —
Q2 2024
Shares 1,711 Value ($000) $314 Avg Close — Range —
Q1 2024
Shares 1,711 Value ($000) $319 Avg Close — Range —
Q4 2023
Shares 1,711 Value ($000) $308 Avg Close — Range —
Q3 2023
Shares 1,711 Value ($000) $279 Avg Close — Range —
Q2 2023
Shares 1,711 Value ($000) $297 Avg Close — Range —
Q4 2022
Shares 1,711 Value ($000) $272 Avg Close — Range —
Q3 2022
Shares 1,711 Value ($000) $245 Avg Close — Range —
Q2 2022
Shares 1,711 Value ($000) $256 Avg Close — Range —