CAPITAL GROUP DIVIDEND VALUE

Ticker: CGDV CUSIP: 14020W106 Class: Com

Bouvel Investment Partners, LLC's Holding History (CIK: 0001839122)

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

Q4 2025
Shares 280,688 Value ($000) $12,249 Avg Close — Range —
Q3 2025
Shares 261,301 Value ($000) $10,982 Avg Close — Range —
Q2 2025
Shares 269,954 Value ($000) $10,660 Avg Close — Range —