CAPITAL GROUP CORE EQUITY ET

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

Independent Wealth Network Inc.'s Holding History (CIK: 0001891240)

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

Q4 2025
Shares 35,476 Value ($000) $1,427 Avg Close — Range —
Q3 2025
Shares 36,281 Value ($000) $1,435 Avg Close — Range —
Q2 2025
Shares 33,719 Value ($000) $1,245 Avg Close — Range —
Q1 2025
Shares 32,244 Value ($000) $1,077 Avg Close — Range —
Q4 2024
Shares 27,833 Value ($000) $973 Avg Close — Range —
Q3 2024
Shares 20,589 Value ($000) $706 Avg Close — Range —
Q2 2024
Shares 16,868 Value ($000) $544 Avg Close — Range —
Q1 2024
Shares 11,864 Value ($000) $370 Avg Close — Range —