CAPITAL GROUP CONSERVATIVE E

Ticker: CGCV CUSIP: 14020U100 Class: ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 1,613 Value ($000) $49 Avg Close — Range —
Q3 2025
Shares 1,275 Value ($000) $38 Avg Close — Range —