CAPITAL GROUP CORE EQUITY ET

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 66,639 Value ($000) $2,681 Avg Close — Range —
Q3 2025
Shares 50,163 Value ($000) $1,983 Avg Close — Range —
Q2 2025
Shares 42,666 Value ($000) $1,576 Avg Close — Range —
Q1 2025
Shares 27,417 Value ($000) $916 Avg Close — Range —
Q4 2024
Shares 27,587 Value ($000) $965 Avg Close — Range —
Q3 2024
Shares 24,055 Value ($000) $825 Avg Close — Range —
Q2 2024
Shares 17,400 Value ($000) $561 Avg Close — Range —
Q1 2024
Shares 6,769 Value ($000) $211 Avg Close — Range —
Q4 2023
Shares 6,375 Value ($000) $180 Avg Close — Range —
Q3 2023
Shares 6,375 Value ($000) $160 Avg Close — Range —
Q2 2023
Shares 6,035 Value ($000) $155 Avg Close — Range —
Q1 2023
Shares 22,161 Value ($000) $525 Avg Close — Range —
Q4 2022
Shares 17,356 Value ($000) $390 Avg Close — Range —