CAPITAL GROUP DIVIDEND VALUE

Ticker: CGDV CUSIP: 14020W106 Class: Com

BetterWealth, LLC's Holding History (CIK: 0001911702)

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

Q4 2025
Shares 235,393 Value ($000) $10,273 Avg Close — Range —
Q3 2025
Shares 223,209 Value ($000) $9,381 Avg Close — Range —
Q2 2025
Shares 219,370 Value ($000) $8,663 Avg Close — Range —
Q1 2025
Shares 203,761 Value ($000) $7,262 Avg Close — Range —
Q4 2024
Shares 183,350 Value ($000) $6,465 Avg Close — Range —