CAPITAL GRP FIXED INCM ETF T

Ticker: CGCP CUSIP: 14020Y102 Class: CORE PLUS INCM

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 1,380,991 Value ($000) $31,266 Avg Close Range
Q3 2025
Shares 1,335,471 Value ($000) $30,342 Avg Close Range
Q2 2025
Shares 1,302,354 Value ($000) $29,303 Avg Close Range
Q1 2025
Shares 1,256,274 Value ($000) $28,203 Avg Close Range
Q4 2024
Shares 1,208,816 Value ($000) $26,836 Avg Close Range
Q3 2024
Shares 857,520 Value ($000) $19,826 Avg Close Range
Q2 2024
Shares 1,044,766 Value ($000) $23,711 Avg Close Range
Q1 2024
Shares 1,070,878 Value ($000) $24,052 Avg Close Range
Q4 2023
Shares 1,044,766 Value ($000) $23,711 Avg Close Range
Q3 2023
Shares 1,043,483 Value ($000) $22,435 Avg Close Range
Q2 2023
Shares 69,997 Value ($000) $1,558 Avg Close Range