CAPITAL GROUP DIVIDEND VALUE

Ticker: CGDV CUSIP: 14020W106 Class: Com

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 4,689 Value ($000) $205 Avg Close — Range —
Q3 2025
Shares 1,602 Value ($000) $67 Avg Close — Range —