CAPITAL GROUP CORE EQUITY ET

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

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 355,027 Value ($000) $14,283 Avg Close — Range —
Q3 2025
Shares 344,826 Value ($000) $13,634 Avg Close — Range —
Q2 2025
Shares 788,011 Value ($000) $29,101 Avg Close — Range —
Q1 2025
Shares 652,375 Value ($000) $21,789 Avg Close — Range —
Q4 2024
Shares 519,639 Value ($000) $18,172 Avg Close — Range —
Q3 2024
Shares 246,626 Value ($000) $7,954 Avg Close — Range —
Q2 2024
Shares 246,626 Value ($000) $7,954 Avg Close — Range —