CAPITAL GROUP CONSERVATIVE E

Ticker: CGCV CUSIP: 14020U100 Class: ETF

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 604,129 Value ($000) $18,420 Avg Close — Range —
Q3 2025
Shares 141,704 Value ($000) $4,267 Avg Close — Range —
Q2 2025
Shares 104,744 Value ($000) $2,996 Avg Close — Range —
Q1 2025
Shares 83,098 Value ($000) $2,253 Avg Close — Range —
Q4 2024
Shares 57,114 Value ($000) $1,516 Avg Close — Range —
Q3 2024
Shares 29,339 Value ($000) $800 Avg Close — Range —