CAPITAL GROUP CONSERVATIVE E

Ticker: CGCV CUSIP: 14020U100 Class: ETF

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 15,979 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 8,508 Value ($000) $256 Avg Close — Range —