CAPITAL GROUP GBL GROWTH EQT

Ticker: CGGO CUSIP: 14020X104 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 115,921 Value ($000) $4,017 Avg Close — Range —
Q3 2025
Shares 121,920 Value ($000) $4,166 Avg Close — Range —
Q2 2025
Shares 117,052 Value ($000) $3,742 Avg Close — Range —
Q1 2025
Shares 111,941 Value ($000) $3,171 Avg Close — Range —
Q4 2024
Shares 107,521 Value ($000) $3,142 Avg Close — Range —
Q3 2024
Shares 106,348 Value ($000) $3,206 Avg Close — Range —
Q2 2024
Shares 101,060 Value ($000) $2,975 Avg Close — Range —
Q1 2024
Shares 97,650 Value ($000) $2,812 Avg Close — Range —
Q4 2023
Shares 96,325 Value ($000) $2,478 Avg Close — Range —
Q3 2023
Shares 90,996 Value ($000) $2,086 Avg Close — Range —
Q2 2023
Shares 88,128 Value ($000) $2,141 Avg Close — Range —
Q1 2023
Shares 91,327 Value ($000) $2,106 Avg Close — Range —
Q4 2022
Shares 90,315 Value ($000) $1,898 Avg Close — Range —
Q3 2022
Shares 47,971 Value ($000) $897 Avg Close — Range —