CAPITAL GROUP CORE EQUITY ET

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 91,174 Value ($000) $3,668 Avg Close — Range —
Q3 2025
Shares 59,991 Value ($000) $2,372 Avg Close — Range —
Q2 2025
Shares 54,362 Value ($000) $2,008 Avg Close — Range —
Q4 2024
Shares 39,876 Value ($000) $1,394 Avg Close — Range —
Q3 2024
Shares 36,673 Value ($000) $1,257 Avg Close — Range —
Q2 2024
Shares 32,068 Value ($000) $1,034 Avg Close — Range —
Q1 2024
Shares 23,084 Value ($000) $719 Avg Close — Range —
Q4 2023
Shares 18,953 Value ($000) $534 Avg Close — Range —
Q3 2023
Shares 14,820 Value ($000) $369 Avg Close — Range —
Q2 2023
Shares 13,595 Value ($000) $349 Avg Close — Range —
Q1 2023
Shares 11,282 Value ($000) $269 Avg Close — Range —
Q4 2022
Shares 1,278 Value ($000) $29 Avg Close — Range —