CAPITAL GROUP CONSERVATIVE E

Ticker: CGCV CUSIP: 14020U100 Class: ETF

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 8,456 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 6,963 Value ($000) $210 Avg Close — Range —
Q2 2025
Shares 3,932 Value ($000) $112 Avg Close — Range —