CAPITAL GROUP DIVIDEND VALUE

Ticker: CGDV CUSIP: 14020W106 Class: Com

Souders Financial Advisors's Holding History (CIK: 0001811240)

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

Q4 2025
Shares 1,321,368 Value ($000) $57,664 Avg Close — Range —
Q3 2025
Shares 1,272,370 Value ($000) $53,478 Avg Close — Range —
Q2 2025
Shares 1,298,522 Value ($000) $51,279 Avg Close — Range —
Q1 2025
Shares 1,208,802 Value ($000) $43,082 Avg Close — Range —
Q4 2024
Shares 982,263 Value ($000) $34,635 Avg Close — Range —
Q3 2024
Shares 723,742 Value ($000) $26,373 Avg Close — Range —
Q2 2024
Shares 728,080 Value ($000) $24,027 Avg Close — Range —
Q1 2024
Shares 714,173 Value ($000) $23,211 Avg Close — Range —
Q4 2023
Shares 689,101 Value ($000) $20,563 Avg Close — Range —
Q3 2023
Shares 639,460 Value ($000) $16,927 Avg Close — Range —
Q2 2023
Shares 652,528 Value ($000) $17,644 Avg Close — Range —
Q1 2023
Shares 630,105 Value ($000) $15,715 Avg Close — Range —
Q4 2022
Shares 557,085 Value ($000) $13,142 Avg Close — Range —
Q3 2022
Shares 208,334 Value ($000) $4,254 Avg Close — Range —