CAPITAL GROUP DIVIDEND VALUE

Ticker: CGDV CUSIP: 14020W106 Class: Com

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 11,268 Value ($000) $492 Avg Close — Range —
Q3 2025
Shares 7,730 Value ($000) $325 Avg Close — Range —