CAPITAL GROUP CORE EQUITY ET

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

Swisher Financial Concepts, Inc.'s Holding History (CIK: 0001947503)

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

Q4 2025
Shares 16,332 Value ($000) $657 Avg Close — Range —
Q3 2025
Shares 17,189 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 25,081 Value ($000) $926 Avg Close — Range —
Q1 2025
Shares 29,182 Value ($000) $975 Avg Close — Range —
Q4 2024
Shares 11,630 Value ($000) $407 Avg Close — Range —
Q3 2024
Shares 36,218 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 30,691 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 22,224 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 17,912 Value ($000) $1 Avg Close — Range —