CAPITAL GROUP CONSERVATIVE E

Ticker: CGCV CUSIP: 14020U100 Class: ETF

Hartmann Taylor Wealth Management, LLC's Holding History (CIK: 0002058267)

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

Q4 2025
Shares 65,984 Value ($000) $2,012 Avg Close — Range —
Q3 2025
Shares 57,161 Value ($000) $1,721 Avg Close — Range —
Q2 2025
Shares 30,200 Value ($000) $864 Avg Close — Range —