CAPITAL GROUP CORE EQUITY ET

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

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 35,767 Value ($000) $1,439 Avg Close — Range —
Q3 2025
Shares 26,024 Value ($000) $1,029 Avg Close — Range —