CAPITAL GROUP CORE EQUITY ET

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

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 60,787 Value ($000) $2,445 Avg Close — Range —
Q3 2025
Shares 62,107 Value ($000) $2,456 Avg Close — Range —
Q2 2025
Shares 60,558 Value ($000) $2,236 Avg Close — Range —
Q1 2025
Shares 60,367 Value ($000) $2,016 Avg Close — Range —
Q4 2024
Shares 61,145 Value ($000) $2,138 Avg Close — Range —
Q3 2024
Shares 61,132 Value ($000) $2,096 Avg Close — Range —
Q2 2024
Shares 44,564 Value ($000) $1,437 Avg Close — Range —
Q1 2024
Shares 41,886 Value ($000) $1,305 Avg Close — Range —
Q4 2023
Shares 38,678 Value ($000) $1,095 Avg Close — Range —
Q3 2023
Shares 36,779 Value ($000) $924 Avg Close — Range —
Q2 2023
Shares 23,628 Value ($000) $607 Avg Close — Range —