CAPITAL GROUP CORE EQUITY ET

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 283,081 Value ($000) $11,388 Avg Close — Range —
Q3 2025
Shares 63,013 Value ($000) $2,492 Avg Close — Range —
Q2 2025
Shares 62,571 Value ($000) $2,311 Avg Close — Range —
Q1 2025
Shares 63,915 Value ($000) $2,135 Avg Close — Range —
Q4 2024
Shares 63,466 Value ($000) $2,219 Avg Close — Range —
Q3 2024
Shares 63,090 Value ($000) $2,163 Avg Close — Range —
Q2 2024
Shares 8,368 Value ($000) $270 Avg Close — Range —