VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 3,048 Value ($000) $582 Avg Close — Range —
Q3 2025
Shares 3,048 Value ($000) $571 Avg Close — Range —
Q2 2025
Shares 3,048 Value ($000) $542 Avg Close — Range —
Q1 2025
Shares 3,048 Value ($000) $527 Avg Close — Range —
Q4 2024
Shares 3,048 Value ($000) $516 Avg Close — Range —
Q3 2024
Shares 3,023 Value ($000) $528 Avg Close — Range —
Q2 2024
Shares 3,023 Value ($000) $488 Avg Close — Range —
Q1 2024
Shares 3,023 Value ($000) $482 Avg Close — Range —
Q4 2023
Shares 3,023 Value ($000) $452 Avg Close — Range —
Q3 2023
Shares 3,023 Value ($000) $423 Avg Close — Range —
Q2 2023
Shares 3,023 Value ($000) $444 Avg Close — Range —
Q1 2023
Shares 3,023 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,023 Value ($000) $424 Avg Close — Range —
Q3 2022
Shares 3,023 Value ($000) $373 Avg Close — Range —
Q2 2022
Shares 3,023 Value ($000) $399 Avg Close — Range —