CAPITAL GROUP CORE EQUITY ET

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

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 734,676 Value ($000) $29,556 Avg Close — Range —
Q3 2025
Shares 703,784 Value ($000) $27,828 Avg Close — Range —
Q2 2025
Shares 671,048 Value ($000) $24,782 Avg Close — Range —
Q1 2025
Shares 633,891 Value ($000) $21,172 Avg Close — Range —
Q4 2024
Shares 630,967 Value ($000) $22,065 Avg Close — Range —
Q3 2024
Shares 603,469 Value ($000) $20,687 Avg Close — Range —
Q1 2024
Shares 571,128 Value ($000) $17,796 Avg Close — Range —
Q4 2023
Shares 596,716 Value ($000) $16,887 Avg Close — Range —
Q3 2023
Shares 585,180 Value ($000) $14,694 Avg Close — Range —
Q2 2023
Shares 747,667 Value ($000) $19,200 Avg Close — Range —
Q1 2023
Shares 762,270 Value ($000) $18,058 Avg Close — Range —
Q4 2022
Shares 10,813 Value ($000) $243 Avg Close — Range —