VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 3,372 Value ($000) $1,131 Avg Close — Range —
Q3 2025
Shares 3,069 Value ($000) $1,010 Avg Close — Range —
Q2 2025
Shares 2,750 Value ($000) $838 Avg Close — Range —
Q1 2025
Shares 2,637 Value ($000) $725 Avg Close — Range —
Q4 2024
Shares 2,495 Value ($000) $723 Avg Close — Range —
Q3 2024
Shares 2,495 Value ($000) $709 Avg Close — Range —
Q2 2024
Shares 2,495 Value ($000) $670 Avg Close — Range —
Q1 2024
Shares 20,850 Value ($000) $5,348 Avg Close — Range —
Q4 2023
Shares 2,495 Value ($000) $592 Avg Close — Range —
Q3 2023
Shares 2,495 Value ($000) $554 Avg Close — Range —
Q2 2023
Shares 17,420 Value ($000) $3,966 Avg Close — Range —
Q1 2023
Shares 1,909 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,687 Value ($000) $323 Avg Close — Range —
Q3 2022
Shares 1,439 Value ($000) $258 Avg Close — Range —
Q2 2022
Shares 1,439 Value ($000) $271 Avg Close — Range —