CAPITAL GROUP CONSERVATIVE E

Ticker: CGCV CUSIP: 14020U100 Class: ETF

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 12,829 Value ($000) $391 Avg Close — Range —
Q3 2025
Shares 12,554 Value ($000) $378 Avg Close — Range —
Q2 2025
Shares 12,546 Value ($000) $359 Avg Close — Range —
Q1 2025
Shares 9,682 Value ($000) $263 Avg Close — Range —