CAPITAL GROUP DIVIDEND VALUE

Ticker: CGDV CUSIP: 14020W106 Class: Com

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 2,571 Value ($000) $112 Avg Close — Range —
Q3 2025
Shares 2,571 Value ($000) $108 Avg Close — Range —
Q2 2025
Shares 2,571 Value ($000) $102 Avg Close — Range —