CAPITAL GROUP DIVIDEND VALUE

Ticker: CGDV CUSIP: 14020W106 Class: Com

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 18,110 Value ($000) $790 Avg Close — Range —
Q4 2024
Shares 7,833 Value ($000) $276 Avg Close — Range —