CAPITAL GROUP CONSERVATIVE E

Ticker: CGCV CUSIP: 14020U100 Class: ETF

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q2 2025
Shares 7,445 Value ($000) $213 Avg Close — Range —
Q1 2025
Shares 141,042 Value ($000) $3,824 Avg Close — Range —