CAPITAL GROUP CORE EQUITY ET

Ticker: CGUS CUSIP: 14020V108 Class: SHS CREATION UNI

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 465,364 Value ($000) $18,722 Avg Close — Range —
Q3 2025
Shares 430,337 Value ($000) $17,016 Avg Close — Range —
Q2 2025
Shares 382,889 Value ($000) $14,140 Avg Close — Range —
Q1 2025
Shares 322,146 Value ($000) $10,760 Avg Close — Range —
Q4 2024
Shares 236,509 Value ($000) $8,271 Avg Close — Range —
Q3 2024
Shares 24,938 Value ($000) $855 Avg Close — Range —
Q2 2024
Shares 24,928 Value ($000) $825 Avg Close — Range —
Q1 2024
Shares 26,464 Value ($000) $795 Avg Close — Range —
Q4 2023
Shares 22,157 Value ($000) $627 Avg Close — Range —
Q3 2023
Shares 21,912 Value ($000) $550 Avg Close — Range —
Q2 2023
Shares 15,398 Value ($000) $395 Avg Close — Range —
Q1 2023
Shares 14,953 Value ($000) $354 Avg Close — Range —
Q4 2022
Shares 14,403 Value ($000) $323 Avg Close — Range —
Q3 2022
Shares 3,958 Value ($000) $81 Avg Close — Range —