CAPITAL GROUP CORE EQUITY ET

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 24,936 Value ($000) $1,003 Avg Close — Range —
Q2 2025
Shares 12,396 Value ($000) $458 Avg Close — Range —